Birchbrook’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 | $19.2K | Buy |
356
+44
| +14% | +$2.37K | 0.01% | 162 |
|
2025
Q1 | $14.6K | Sell |
312
-233
| -43% | -$10.9K | 0.01% | 172 |
|
2024
Q4 | $27.1K | Hold |
545
| – | – | 0.02% | 144 |
|
2024
Q3 | $26.7K | Sell |
545
-59
| -10% | -$2.9K | 0.01% | 140 |
|
2024
Q2 | $28.1K | Hold |
604
| – | – | 0.02% | 146 |
|
2024
Q1 | $27.3K | Sell |
604
-106
| -15% | -$4.79K | 0.02% | 150 |
|
2023
Q4 | $28.3K | Buy |
+710
| New | +$28.3K | 0.02% | 146 |
|