Betterment LLC’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
6,904
-408
| -6% | -$22K | ﹤0.01% | 402 |
|
|
2025
Q1 | $341K | Buy |
7,312
+557
| +8% | +$26K | ﹤0.01% | 381 |
|
|
2024
Q4 | $336K | Sell |
6,755
-129
| -2% | -$6.42K | ﹤0.01% | 368 |
|
|
2024
Q3 | $338K | Buy |
6,884
+28
| +0.4% | +$1.38K | ﹤0.01% | 354 |
|
|
2024
Q2 | $319K | Sell |
6,856
-1,914
| -22% | -$89.1K | ﹤0.01% | 337 |
|
|
2024
Q1 | $396K | Sell |
8,770
-942
| -10% | -$42.5K | ﹤0.01% | 282 |
|
|
2023
Q4 | $387K | Sell |
9,712
-591
| -6% | -$23.6K | ﹤0.01% | 252 |
|
|
2023
Q3 | $357K | Sell |
10,303
-145
| -1% | -$5.02K | ﹤0.01% | 246 |
|
|
2023
Q2 | $376K | Sell |
10,448
-370
| -3% | -$13.3K | ﹤0.01% | 226 |
|
|
2023
Q1 | $358K | Sell |
10,818
-1,366
| -11% | -$45.2K | ﹤0.01% | 219 |
|
|
2022
Q4 | $374K | Sell |
12,184
-1,418
| -10% | -$43.5K | ﹤0.01% | 210 |
|
|
2022
Q3 | $406K | Hold |
13,602
| – | – | ﹤0.01% | 189 |
|
|
2022
Q2 | $406K | Buy |
13,602
+786
| +6% | +$23.5K | ﹤0.01% | 189 |
|
|
2022
Q1 | $457K | Buy |
12,816
+185
| +1% | +$6.6K | ﹤0.01% | 178 |
|
|
2021
Q4 | $498K | Buy |
12,631
+763
| +6% | +$30.1K | ﹤0.01% | 160 |
|
|
2021
Q3 | $429K | Buy |
11,868
+4,360
| +58% | +$158K | ﹤0.01% | 158 |
|
|
2021
Q2 | $273K | Buy |
+7,508
| New | +$273K | ﹤0.01% | 156 |
|