Endeavor Private Wealth’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
$316K Buy
5,864
+960
+20% +$51.8K 0.15% 99
2025
Q1
$229K Buy
4,904
+237
+5% +$11.1K 0.12% 116
2024
Q4
$232K Buy
+4,667
New +$232K 0.22% 57