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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Hold
2025
Q2
$287K Hold
2025
Q1
$248K Hold
2024
Q4
$265K Hold
2024
Q3
$261K Buy