Cambridge Investment Research Advisors’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 | $4.08M | Buy |
75,590
+4,061
| +6% | +$219K | 0.01% | 959 |
|
|
2025
Q1 | $3.34M | Sell |
71,529
-678
| -0.9% | -$31.6K | 0.01% | 1033 |
|
|
2024
Q4 | $3.59M | Buy |
72,207
+6,723
| +10% | +$334K | 0.01% | 985 |
|
|
2024
Q3 | $3.21M | Buy |
65,484
+1,525
| +2% | +$74.8K | 0.01% | 1040 |
|
|
2024
Q2 | $2.98M | Buy |
63,959
+16,831
| +36% | +$784K | 0.01% | 1038 |
|
|
2024
Q1 | $2.13M | Buy |
47,128
+7,572
| +19% | +$342K | 0.01% | 1222 |
|
|
2023
Q4 | $1.58M | Buy |
39,556
+681
| +2% | +$27.1K | 0.01% | 1359 |
|
|
2023
Q3 | $1.35M | Sell |
38,875
-2,106
| -5% | -$73K | 0.01% | 1380 |
|
|
2023
Q2 | $1.47M | Sell |
40,981
-8,448
| -17% | -$304K | 0.01% | 1353 |
|
|
2023
Q1 | $1.64M | Sell |
49,429
-18,643
| -27% | -$617K | 0.01% | 1247 |
|
|
2022
Q4 | $2.09M | Buy |
68,072
+26,039
| +62% | +$798K | 0.01% | 1056 |
|
|
2022
Q3 | $1.18M | Buy |
42,033
+3,426
| +9% | +$96K | 0.01% | 1366 |
|
|
2022
Q2 | $1.15M | Buy |
38,607
+213
| +0.6% | +$6.36K | 0.01% | 1374 |
|
|
2022
Q1 | $1.37M | Sell |
38,394
-3,376
| -8% | -$120K | 0.01% | 1372 |
|
|
2021
Q4 | $1.65M | Buy |
41,770
+9,389
| +29% | +$370K | 0.01% | 1255 |
|
|
2021
Q3 | $1.17M | Buy |
32,381
+14,643
| +83% | +$529K | 0.01% | 1412 |
|
|
2021
Q2 | $644K | Buy |
17,738
+2,936
| +20% | +$107K | ﹤0.01% | 1862 |
|
|
2021
Q1 | $491K | Buy |
14,802
+3,397
| +30% | +$113K | ﹤0.01% | 1921 |
|
|
2020
Q4 | $357K | Buy |
+11,405
| New | +$357K | ﹤0.01% | 2007 |
|