Capital Analysts LLC’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 | $298K | Sell |
|
|||||
|
2025
Q2 | $360K | Sell |
|
|||||
|
2025
Q1 | $409K | Buy |
|
|||||
|
2024
Q4 | $394K | Buy |
|
|||||
|
2024
Q3 | $287K | Buy |
|
|||||
|
2024
Q2 | $256K | Buy |
|
|||||
|
2024
Q1 | $218K | Buy |
|
|||||
|
2023
Q4 | $156K | Sell |
|
|||||
|
2023
Q3 | $136K | Sell |
|
|||||
|
2023
Q2 | $151K | Sell |
|
|||||
|
2023
Q1 | $140K | Buy |
|
|||||
|
2022
Q4 | $125K | Buy |
|
|||||
|
2022
Q3 | $110K | Buy |
|
|||||
|
2022
Q2 | $59K | Buy |
|