Cetera Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.09M | Buy |
46,216
+21,929
| +90% | +$990K | 0.02% | 799 |
|
|
2023
Q4 | $967K | Buy |
24,287
+565
| +2% | +$22.5K | 0.01% | 791 |
|
|
2023
Q3 | $822K | Buy |
23,722
+178
| +0.8% | +$6.17K | 0.01% | 812 |
|
|
2023
Q2 | $846K | Buy |
23,544
+2,300
| +11% | +$82.7K | 0.01% | 787 |
|
|
2023
Q1 | $703K | Sell |
21,244
-2
| -0% | -$66 | 0.01% | 843 |
|
|
2022
Q4 | $651K | Buy |
+21,246
| New | +$651K | 0.01% | 844 |
|