Creative Planning’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 | $937K | Buy |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $568K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $235K | Buy |
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