Cetera Investment Advisers’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 | $12.9M | Sell |
239,475
-72,729
| -23% | -$3.92M | 0.02% | 691 |
|
|
2025
Q1 | $14.6M | Buy |
312,204
+34,821
| +13% | +$1.63M | 0.03% | 584 |
|
|
2024
Q4 | $13.8M | Buy |
277,383
+29,847
| +12% | +$1.48M | 0.03% | 565 |
|
|
2024
Q3 | $12.1M | Buy |
247,536
+20,350
| +9% | +$999K | 0.03% | 613 |
|
|
2024
Q2 | $10.6M | Sell |
227,186
-3,020
| -1% | -$141K | 0.02% | 653 |
|
|
2024
Q1 | $10.4M | Buy |
230,206
+76,879
| +50% | +$3.47M | 0.02% | 659 |
|
|
2023
Q4 | $6.11M | Sell |
153,327
-10,984
| -7% | -$437K | 0.05% | 378 |
|
|
2023
Q3 | $5.7M | Sell |
164,311
-15,835
| -9% | -$549K | 0.05% | 370 |
|
|
2023
Q2 | $6.48M | Sell |
180,146
-3,496
| -2% | -$126K | 0.05% | 332 |
|
|
2023
Q1 | $6.07M | Sell |
183,642
-2,559
| -1% | -$84.6K | 0.05% | 329 |
|
|
2022
Q4 | $5.71M | Buy |
186,201
+150,855
| +427% | +$4.63M | 0.05% | 346 |
|
|
2022
Q3 | $990K | Sell |
35,346
-941
| -3% | -$26.4K | 0.02% | 718 |
|
|
2022
Q2 | $1.08M | Sell |
36,287
-478
| -1% | -$14.3K | 0.02% | 761 |
|
|
2022
Q1 | $1.31M | Sell |
36,765
-851
| -2% | -$30.4K | 0.02% | 722 |
|
|
2021
Q4 | $1.48M | Buy |
37,616
+1,496
| +4% | +$59K | 0.02% | 655 |
|
|
2021
Q3 | $1.31M | Buy |
36,120
+12,057
| +50% | +$436K | 0.02% | 680 |
|
|
2021
Q2 | $874K | Buy |
+24,063
| New | +$874K | 0.01% | 827 |
|
|
2021
Q1 | – | Sell |
-7,306
| Closed | -$229K | – | 1698 |
|
|
2020
Q4 | $229K | Buy |
+7,306
| New | +$229K | ﹤0.01% | 1389 |
|