Cerity Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
70,589
-13,914
| -16% | -$750K | 0.01% | 935 |
|
|
2025
Q1 | $3.94M | Sell |
84,503
-12,579
| -13% | -$587K | 0.01% | 820 |
|
|
2024
Q4 | $4.83M | Sell |
97,082
-193
| -0.2% | -$9.6K | 0.01% | 724 |
|
|
2024
Q3 | $4.77M | Sell |
97,275
-29,625
| -23% | -$1.45M | 0.01% | 715 |
|
|
2024
Q2 | $5.91M | Buy |
126,900
+26,849
| +27% | +$1.25M | 0.02% | 561 |
|
|
2024
Q1 | $4.52M | Buy |
100,051
+55,252
| +123% | +$2.49M | 0.01% | 671 |
|
|
2023
Q4 | $1.78M | Sell |
44,799
-674
| -1% | -$26.8K | 0.01% | 794 |
|
|
2023
Q3 | $1.58M | Buy |
45,473
+101
| +0.2% | +$3.5K | 0.01% | 636 |
|
|
2023
Q2 | $1.63M | Buy |
45,372
+2,500
| +6% | +$89.9K | 0.01% | 773 |
|
|
2023
Q1 | $1.42M | Buy |
42,872
+125
| +0.3% | +$4.13K | ﹤0.01% | 839 |
|
|
2022
Q4 | $1.31M | Buy |
+42,747
| New | +$1.31M | 0.01% | 622 |
|