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Capital Asset Advisory Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Capital Asset Advisory Services’s Portfolio USXF Stock Details USXF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$303K Buy
5,645
+558
+11% +$30K 0.01% 221
2025
Q1 		$240K Buy
5,087
+283
+6% +$13.4K 0.01% 248
2024
Q4 		$243K Buy
4,804
+460
+11% +$23.3K 0.01% 281
2024
Q3 		$216K Buy
+4,344
New +$216K 0.01% 306