Beacon Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Beacon Financial Group’s Portfolio USXF Stock Details USXF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$351K	Sell
2025 Q2	$334K	Sell
2025 Q1	$295K	Buy
2024 Q4	$314K	Buy
2024 Q3	$309K	Buy
2024 Q2	$293K	Buy
2024 Q1	$258K	Sell
2023 Q4	$250K	Buy