Beacon Financial Group’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 | $334K | Sell |
6,184
-146
| -2% | -$7.87K | 0.03% | 277 |
|
|
2025
Q1 | $295K | Buy |
6,330
+8
| +0.1% | +$373 | 0.03% | 280 |
|
|
2024
Q4 | $314K | Buy |
6,322
+33
| +0.5% | +$1.64K | 0.03% | 275 |
|
|
2024
Q3 | $309K | Buy |
6,289
+4
| +0.1% | +$196 | 0.03% | 281 |
|
|
2024
Q2 | $293K | Buy |
6,285
+563
| +10% | +$26.2K | 0.03% | 269 |
|
|
2024
Q1 | $258K | Sell |
5,722
-550
| -9% | -$24.8K | 0.03% | 295 |
|
|
2023
Q4 | $250K | Buy |
+6,272
| New | +$250K | 0.03% | 286 |
|