CWM
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Centurion Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Centurion Wealth Management’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$291K Sell
5,390
-697
-11% -$37.6K 0.08% 180
2025
Q1 		$303K Hold
6,087
– – 0.09% 154
2024
Q4 		$303K Sell
6,087
-736
-11% -$36.6K 0.09% 154
2024
Q3 		$335K Buy
+6,823
New +$335K 0.11% 145