EWM
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Elmwood Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Elmwood Wealth Management’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Hold
5,322
– – 0.11% 115
2025
Q1 		$248K Hold
5,322
– – 0.1% 121
2024
Q4 		$265K Hold
5,322
– – 0.11% 118
2024
Q3 		$261K Buy
+5,322
New +$261K 0.11% 119