Buttonwood Financial Group’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
Q3
$350K Sell
2025
Q2
$431K Sell
2025
Q1
$508K Buy
2024
Q4
$565K Buy
2024
Q3
$519K Buy
2024
Q2
$450K Buy
2024
Q1
$410K Buy
2023
Q4
$279K Hold
2023
Q3
$237K Buy
2023
Q2
$259K Sell
2023
Q1
$250K Sell
2022
Q4
$238K Buy
2022
Q3
Sell
2022
Q2
$210K Sell
2022
Q1
$317K Buy