Creative Planning’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 | $865K | Buy |
16,039
+2,616
| +19% | +$141K | ﹤0.01% | 1979 |
|
|
2025
Q1 | $626K | Buy |
13,423
+5,477
| +69% | +$256K | ﹤0.01% | 2086 |
|
|
2024
Q4 | $395K | Buy |
7,946
+228
| +3% | +$11.3K | ﹤0.01% | 2440 |
|
|
2024
Q3 | $379K | Buy |
7,718
+458
| +6% | +$22.5K | ﹤0.01% | 2337 |
|
|
2024
Q2 | $338K | Buy |
7,260
+68
| +0.9% | +$3.17K | ﹤0.01% | 2248 |
|
|
2024
Q1 | $325K | Sell |
7,192
-7,081
| -50% | -$320K | ﹤0.01% | 2176 |
|
|
2023
Q4 | $568K | Buy |
+14,273
| New | +$568K | ﹤0.01% | 1626 |
|
|
2022
Q1 | – | Sell |
-6,461
| Closed | -$255K | – | 2366 |
|
|
2021
Q4 | $255K | Hold |
6,461
| – | – | ﹤0.01% | 1727 |
|
|
2021
Q3 | $233K | Hold |
6,461
| – | – | ﹤0.01% | 1760 |
|
|
2021
Q2 | $235K | Buy |
+6,461
| New | +$235K | ﹤0.01% | 1699 |
|