Curtis Advisory Group’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
$521K Hold
9,653
0.13% 73
2025
Q1
$451K Buy
9,653
+2,753
+40% +$128K 0.13% 73
2024
Q4
$343K Hold
6,900
0.09% 78
2024
Q3
$339K Buy
+6,900
New +$339K 0.1% 77