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