Congress Wealth 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
Q2 | $1.15M | Buy |
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|
2025
Q1 | $660K | Buy |
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|
2024
Q4 | $643K | Sell |
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|
2024
Q3 | $812K | Sell |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $826K | Buy |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $543K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $279K | Buy |
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