EWA
EverSource Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
10,187
-4,564
| -31% | -$246K | 0.02% | 413 |
|
|
2025
Q1 | $688K | Sell |
14,751
-1,892
| -11% | -$88.3K | 0.04% | 317 |
|
|
2024
Q4 | $827K | Buy |
16,643
+1,537
| +10% | +$76.4K | 0.05% | 271 |
|
|
2024
Q3 | $741K | Buy |
15,106
+395
| +3% | +$19.4K | 0.05% | 267 |
|
|
2024
Q2 | $695K | Buy |
14,711
+12,601
| +597% | +$595K | 0.05% | 266 |
|
|
2024
Q1 | $90K | Sell |
2,110
-7
| -0.3% | -$299 | 0.01% | 746 |
|
|
2023
Q4 | $84.3K | Hold |
2,117
| – | – | 0.01% | 700 |
|
|
2023
Q3 | $73.4K | Sell |
2,117
-50
| -2% | -$1.73K | 0.01% | 679 |
|
|
2023
Q2 | $77.9K | Hold |
2,167
| – | – | 0.01% | 666 |
|
|
2023
Q1 | $71.7K | Sell |
2,167
-46
| -2% | -$1.52K | 0.01% | 660 |
|
|
2022
Q4 | $67.9K | Sell |
2,213
-5,963
| -73% | -$183K | 0.01% | 634 |
|
|
2022
Q3 | $229K | Sell |
8,176
-356
| -4% | -$9.97K | 0.05% | 281 |
|
|
2022
Q2 | $255K | Sell |
8,532
-1,896
| -18% | -$56.7K | 0.07% | 233 |
|
|
2022
Q1 | $372K | Sell |
10,428
-213
| -2% | -$7.6K | 0.09% | 185 |
|
|
2021
Q4 | $420K | Buy |
+10,641
| New | +$420K | 0.12% | 138 |
|