Coldstream Capital Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $683K | Sell |
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|
2025
Q2 | $663K | Hold |
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|
2025
Q1 | $574K | Hold |
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|
2024
Q4 | $612K | Hold |
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|
2024
Q3 | $604K | Sell |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $559K | Buy |
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|
2023
Q4 | $474K | Hold |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $375K | Hold |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q2 | $339K | Hold |
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|
2022
Q1 | $405K | Hold |
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|
2021
Q4 | $447K | Hold |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $411K | Buy |
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