Betterment LLC’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $338K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $396K | Sell |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $498K | Buy |
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|
2021
Q3 | $429K | Buy |
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|
2021
Q2 | $273K | Buy |
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