Buttonwood Financial Group’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 | $431K | Sell |
7,949
-3,587
| -31% | -$194K | 0.22% | 26 |
|
|
2025
Q1 | $508K | Buy |
11,536
+734
| +7% | +$32.3K | 0.3% | 23 |
|
|
2024
Q4 | $565K | Buy |
10,802
+232
| +2% | +$12.1K | 0.31% | 20 |
|
|
2024
Q3 | $519K | Buy |
10,570
+864
| +9% | +$42.4K | 0.31% | 20 |
|
|
2024
Q2 | $450K | Buy |
9,706
+634
| +7% | +$29.4K | 0.26% | 24 |
|
|
2024
Q1 | $410K | Buy |
9,072
+2,059
| +29% | +$93K | 0.24% | 26 |
|
|
2023
Q4 | $279K | Hold |
7,013
| – | – | 0.2% | 25 |
|
|
2023
Q3 | $237K | Buy |
7,013
+7
| +0.1% | +$237 | 0.17% | 27 |
|
|
2023
Q2 | $259K | Sell |
7,006
-545
| -7% | -$20.2K | 0.22% | 22 |
|
|
2023
Q1 | $250K | Sell |
7,551
-214
| -3% | -$7.08K | 0.25% | 21 |
|
|
2022
Q4 | $238K | Buy |
+7,765
| New | +$238K | 0.22% | 28 |
|
|
2022
Q3 | – | Sell |
-7,039
| Closed | -$210K | – | 22 |
|
|
2022
Q2 | $210K | Sell |
7,039
-1,851
| -21% | -$55.2K | 0.21% | 20 |
|
|
2022
Q1 | $317K | Buy |
+8,890
| New | +$317K | 0.24% | 19 |
|