Baker Tilly Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,612	Closed	-$253K	–	411
2024 Q1	$253K	Sell	5,612 -654	-10%	-$29.5K	0.05%	376
2023 Q4	$250K	Buy	6,266 +17	+0.3%	+$677	0.04%	415
2023 Q3	$217K	Buy	6,249 +82	+1%	+$2.84K	0.04%	428
2023 Q2	$222K	Buy	+6,167	New	+$222K	0.02%	507