Elios Financial 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	$1.62M	Sell	29,980 -6,216	-17%	-$335K	0.73%	34
2025 Q1	$1.69M	Buy	36,196 +367	+1%	+$17.1K	0.83%	28
2024 Q4	$1.78M	Sell	35,829 -500	-1%	-$24.9K	0.84%	30
2024 Q3	$1.78M	Buy	+36,329	New	+$1.78M	0.82%	32