Copperleaf Capital’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 | $455K | Sell |
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|
2025
Q2 | $765K | Buy |
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|
2025
Q1 | $654K | Buy |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $608K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $242K | Buy |
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