DFPG Investments’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
2023
Q4
$1.2M Sell
30,971
-2,443
-7% -$94.9K 0.09% 204
2023
Q3
$1.19M Buy
33,414
+701
+2% +$24.9K 0.11% 180
2023
Q2
$1.22M Sell
32,713
-663
-2% -$24.8K 0.11% 188
2023
Q1
$1.1M Buy
+33,376
New +$1.1M 0.12% 181