Diversify Advisory Services’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 | $524K | Sell |
9,326
-11,508
| -55% | -$646K | 0.02% | 520 |
|
|
2025
Q1 | $970K | Sell |
20,834
-3,081
| -13% | -$143K | 0.06% | 225 |
|
|
2024
Q4 | $1.18M | Sell |
23,915
-6,417
| -21% | -$317K | 0.07% | 208 |
|
|
2024
Q3 | $1.53M | Sell |
30,332
-2,968
| -9% | -$150K | 0.08% | 193 |
|
|
2024
Q2 | $1.58M | Buy |
33,300
+677
| +2% | +$32.1K | 0.09% | 184 |
|
|
2024
Q1 | $1.47M | Buy |
+32,623
| New | +$1.47M | 0.09% | 187 |
|