Claro 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,740
| Closed | -$315K | – | 516 |
|
|
2025
Q1 | $315K | Sell |
6,740
-41
| -0.6% | -$1.91K | 0.04% | 374 |
|
|
2024
Q4 | $337K | Buy |
6,781
+892
| +15% | +$44.3K | 0.05% | 324 |
|
|
2024
Q3 | $289K | Buy |
5,889
+378
| +7% | +$18.6K | 0.04% | 390 |
|
|
2024
Q2 | $257K | Buy |
5,511
+360
| +7% | +$16.8K | 0.04% | 353 |
|
|
2024
Q1 | $233K | Buy |
+5,151
| New | +$233K | 0.04% | 371 |
|