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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$370K	Hold
2026 Q1	$294K	Hold
2025 Q4	$306K	Hold
2025 Q3	$305K	Hold
2025 Q2	$287K	Hold
2025 Q1	$248K	Hold
2024 Q4	$265K	Hold
2024 Q3	$261K	Buy