Diversified Trust’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 | $1.3M | Buy |
|
|||||
|
2025
Q2 | $1.2M | Sell |
|
|||||
|
2025
Q1 | $1.13M | Sell |
|
|||||
|
2024
Q4 | $1.25M | Buy |
|
|||||
|
2024
Q3 | $1.22M | Hold |
|
|||||
|
2024
Q2 | $1.16M | Buy |
|
|||||
|
2024
Q1 | $1.05M | Sell |
|
|||||
|
2023
Q4 | $983K | Hold |
|
|||||
|
2023
Q3 | $856K | Sell |
|
|||||
|
2023
Q2 | $918K | Sell |
|
|||||
|
2023
Q1 | $891K | Sell |
|
|||||
|
2022
Q4 | $838K | Sell |
|
|||||
|
2022
Q3 | $891K | Buy |
|
|||||
|
2022
Q2 | $932K | Sell |
|
|||||
|
2022
Q1 | $1.19M | Sell |
|
|||||
|
2021
Q4 | $1.44M | Buy |
|