Congress Wealth Management’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 | $1.15M | Buy |
21,275
+7,129
| +50% | +$384K | 0.01% | 674 |
|
|
2025
Q1 | $660K | Buy |
14,146
+1,221
| +9% | +$57K | 0.01% | 735 |
|
|
2024
Q4 | $643K | Sell |
12,925
-3,619
| -22% | -$180K | 0.01% | 588 |
|
|
2024
Q3 | $812K | Sell |
16,544
-599
| -3% | -$29.4K | 0.01% | 551 |
|
|
2024
Q2 | $799K | Sell |
17,143
-1,159
| -6% | -$54K | 0.01% | 463 |
|
|
2024
Q1 | $826K | Buy |
18,302
+1,832
| +11% | +$82.7K | 0.01% | 392 |
|
|
2023
Q4 | $656K | Buy |
16,470
+790
| +5% | +$31.5K | 0.01% | 432 |
|
|
2023
Q3 | $543K | Buy |
15,680
+3,860
| +33% | +$134K | 0.01% | 450 |
|
|
2023
Q2 | $425K | Buy |
11,820
+392
| +3% | +$14.1K | 0.01% | 437 |
|
|
2023
Q1 | $378K | Buy |
11,428
+1,582
| +16% | +$52.3K | 0.01% | 452 |
|
|
2022
Q4 | $302K | Buy |
9,846
+221
| +2% | +$6.78K | 0.01% | 477 |
|
|
2022
Q3 | $269K | Buy |
9,625
+300
| +3% | +$8.38K | 0.01% | 484 |
|
|
2022
Q2 | $279K | Buy |
+9,325
| New | +$279K | 0.01% | 488 |
|