CreativeOne Wealth’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
$573K Sell
2025
Q2
$596K Sell
2025
Q1
$613K Buy
2024
Q4
$603K Buy
2024
Q3
$463K Buy
2024
Q2
$396K Sell
2024
Q1
$406K Buy
2023
Q3
Sell
2023
Q2
$322K Sell
2023
Q1
$331K Sell
2022
Q4
$341K Buy
2022
Q3
$311K Sell
2022
Q2
$451K Sell
2022
Q1
$690K Buy
2021
Q4
$643K Buy
2021
Q3
$440K Buy
2021
Q2
$302K Buy