DOHJ LLC’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 | $952K | Sell |
21,231
-15,938
| -43% | -$715K | 0.28% | 78 |
|
2025
Q1 | $1.73M | Sell |
37,169
-2,703
| -7% | -$126K | 0.4% | 62 |
|
2024
Q4 | $1.98M | Buy |
39,872
+2,195
| +6% | +$109K | 0.46% | 53 |
|
2024
Q3 | $1.83M | Buy |
37,677
+16,922
| +82% | +$822K | 0.43% | 60 |
|
2024
Q2 | $967K | Buy |
20,755
+7,711
| +59% | +$359K | 0.24% | 75 |
|
2024
Q1 | $589K | Buy |
+13,044
| New | +$589K | 0.16% | 106 |
|