Crew Capital Management’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 | $980K | Hold |
18,168
| – | – | 0.7% | 43 |
|
|
2025
Q1 | $848K | Hold |
18,168
| – | – | 0.69% | 53 |
|
|
2024
Q4 | $903K | Hold |
18,168
| – | – | 0.75% | 42 |
|
|
2024
Q3 | $892K | Hold |
18,168
| – | – | 0.71% | 51 |
|
|
2024
Q2 | $846K | Sell |
18,168
-749
| -4% | -$34.9K | 0.68% | 41 |
|
|
2024
Q1 | $854K | Buy |
18,917
+1,317
| +7% | +$59.5K | 0.69% | 42 |
|
|
2023
Q4 | $701K | Buy |
17,600
+684
| +4% | +$27.2K | 0.71% | 36 |
|
|
2023
Q3 | $586K | Buy |
16,916
+1,045
| +7% | +$36.2K | 0.63% | 40 |
|
|
2023
Q2 | $571K | Sell |
15,871
-725
| -4% | -$26.1K | 0.65% | 35 |
|
|
2023
Q1 | $549K | Buy |
16,596
+1,902
| +13% | +$62.9K | 0.79% | 32 |
|
|
2022
Q4 | $451K | Buy |
14,694
+2,621
| +22% | +$80.4K | 0.65% | 35 |
|
|
2022
Q3 | $338K | Buy |
12,073
+2,388
| +25% | +$66.9K | 0.46% | 56 |
|
|
2022
Q2 | $289K | Buy |
9,685
+2,228
| +30% | +$66.5K | 0.36% | 72 |
|
|
2022
Q1 | $266K | Buy |
7,457
+2,046
| +38% | +$73K | 0.26% | 84 |
|
|
2021
Q4 | $213K | Buy |
+5,411
| New | +$213K | 0.18% | 106 |
|