Carson Wealth (CWM 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 | $1.23M | Buy |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $871K | Sell |
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|
2024
Q2 | $829K | Buy |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $70K | Buy |
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|
2023
Q2 | $15K | Sell |
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|
2023
Q1 | $26K | Buy |
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|
2022
Q4 | $21K | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $239K | Hold |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $239K | Hold |
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|
2020
Q1 | $239K | Hold |
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|
2019
Q4 | $239K | Hold |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $239K | Hold |
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|
2019
Q1 | $239K | Buy |
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