Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Buy |
333
+280
| +528% | +$15.1K | ﹤0.01% | 3000 |
|
|
2025
Q1 | $2.47K | Sell |
53
-1,033
| -95% | -$48.2K | ﹤0.01% | 3092 |
|
|
2024
Q4 | $54K | Sell |
1,086
-328
| -23% | -$16.3K | ﹤0.01% | 2780 |
|
|
2024
Q3 | $69.3K | Buy |
1,414
+494
| +54% | +$24.2K | ﹤0.01% | 3014 |
|
|
2024
Q2 | $43.6K | Sell |
920
-122
| -12% | -$5.78K | ﹤0.01% | 3154 |
|
|
2024
Q1 | $47.2K | Sell |
1,042
-6,372
| -86% | -$288K | ﹤0.01% | 3144 |
|
|
2023
Q4 | $296K | Buy |
+7,414
| New | +$296K | ﹤0.01% | 2471 |
|
|
2023
Q3 | – | Sell |
-1,796
| Closed | -$64.7K | – | 3706 |
|
|
2023
Q2 | $64.7K | Buy |
1,796
+972
| +118% | +$35K | ﹤0.01% | 3157 |
|
|
2023
Q1 | $27.3K | Sell |
824
-15,263
| -95% | -$505K | ﹤0.01% | 3179 |
|
|
2022
Q4 | $511K | Buy |
16,087
+13,642
| +558% | +$434K | ﹤0.01% | 2217 |
|
|
2022
Q3 | $79 | Buy |
+2,445
| New | +$79 | ﹤0.01% | 3057 |
|
|
2022
Q1 | – | Sell |
-2,889
| Closed | -$115K | – | 3729 |
|
|
2021
Q4 | $115K | Buy |
+2,889
| New | +$115K | ﹤0.01% | 3021 |
|