Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-561
| Closed | -$20.2K | – | 616 |
|
|
2023
Q2 | $20.2K | Sell |
561
-8
| -1% | -$288 | 0.02% | 278 |
|
|
2023
Q1 | $18.8K | Buy |
569
+11
| +2% | +$364 | 0.02% | 286 |
|
|
2022
Q4 | $17.1K | Sell |
558
-796
| -59% | -$24.4K | 0.01% | 270 |
|
|
2022
Q3 | $38K | Buy |
1,354
+242
| +22% | +$6.79K | 0.03% | 192 |
|
|
2022
Q2 | $33K | Sell |
1,112
-231
| -17% | -$6.86K | 0.02% | 227 |
|
|
2022
Q1 | $48K | Buy |
1,343
+1,168
| +667% | +$41.7K | 0.03% | 202 |
|
|
2021
Q4 | $7K | Buy |
175
+93
| +113% | +$3.72K | ﹤0.01% | 463 |
|
|
2021
Q3 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 562 |
|