Continuum Advisory’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 |
-2,192
| Closed | -$102K | – | 1518 |
|
|
2025
Q1 | $102K | Sell |
2,192
-71
| -3% | -$3.31K | 0.01% | 522 |
|
|
2024
Q4 | $113K | Sell |
2,263
-263
| -10% | -$13.1K | 0.01% | 493 |
|
|
2024
Q3 | $131K | Sell |
2,526
-296
| -10% | -$15.3K | 0.02% | 472 |
|
|
2024
Q2 | $131K | Buy |
2,822
+511
| +22% | +$23.8K | 0.02% | 445 |
|
|
2024
Q1 | $102K | Buy |
+2,311
| New | +$102K | 0.02% | 483 |
|