Copperleaf Capital’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 | $765K | Buy |
14,191
+169
| +1% | +$9.11K | 0.39% | 65 |
|
|
2025
Q1 | $654K | Buy |
14,022
+2,264
| +19% | +$106K | 0.39% | 69 |
|
|
2024
Q4 | $585K | Sell |
11,758
-626
| -5% | -$31.1K | 0.37% | 64 |
|
|
2024
Q3 | $608K | Sell |
12,384
-27
| -0.2% | -$1.33K | 0.47% | 63 |
|
|
2024
Q2 | $578K | Buy |
12,411
+1,655
| +15% | +$77.1K | 0.46% | 62 |
|
|
2024
Q1 | $486K | Sell |
10,756
-157
| -1% | -$7.09K | 0.42% | 65 |
|
|
2023
Q4 | $435K | Sell |
10,913
-278
| -2% | -$11.1K | 0.44% | 59 |
|
|
2023
Q3 | $388K | Buy |
11,191
+166
| +2% | +$5.75K | 0.42% | 55 |
|
|
2023
Q2 | $396K | Buy |
11,025
+3,717
| +51% | +$134K | 0.37% | 55 |
|
|
2023
Q1 | $242K | Buy |
+7,308
| New | +$242K | 0.24% | 64 |
|