CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

CAPTRUST Financial Advisors’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$207K Buy
2024
Q4 		– Sell
2024
Q3 		$253K Buy
2022
Q3 		– Sell
2022
Q2 		$38K Hold
2022
Q1 		$46K Hold
2021
Q4 		$50K Hold
2021
Q3 		$46K Buy
2021
Q2 		$28K Buy