EverSource Wealth Advisors’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
Q2 | $549K | Sell |
|
|||||
|
2025
Q1 | $688K | Sell |
|
|||||
|
2024
Q4 | $827K | Buy |
|
|||||
|
2024
Q3 | $741K | Buy |
|
|||||
|
2024
Q2 | $695K | Buy |
|
|||||
|
2024
Q1 | $90K | Sell |
|
|||||
|
2023
Q4 | $84.3K | Hold |
|
|||||
|
2023
Q3 | $73.4K | Sell |
|
|||||
|
2023
Q2 | $77.9K | Hold |
|
|||||
|
2023
Q1 | $71.7K | Sell |
|
|||||
|
2022
Q4 | $67.9K | Sell |
|
|||||
|
2022
Q3 | $229K | Sell |
|
|||||
|
2022
Q2 | $255K | Sell |
|
|||||
|
2022
Q1 | $372K | Sell |
|
|||||
|
2021
Q4 | $420K | Buy |
|