Farther Finance Advisors’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 | $1.25M | Sell |
23,171
-834
| -3% | -$45K | 0.03% | 505 |
|
|
2025
Q1 | $1.12M | Buy |
24,005
+4,856
| +25% | +$227K | 0.03% | 461 |
|
|
2024
Q4 | $952K | Sell |
19,149
-452
| -2% | -$22.5K | 0.03% | 382 |
|
|
2024
Q3 | $962K | Buy |
19,601
+2,081
| +12% | +$102K | 0.04% | 358 |
|
|
2024
Q2 | $813K | Buy |
17,520
+1,671
| +11% | +$77.6K | 0.04% | 345 |
|
|
2024
Q1 | $712K | Sell |
15,849
-16
| -0.1% | -$719 | 0.04% | 314 |
|
|
2023
Q4 | $632K | Buy |
15,865
+154
| +1% | +$6.13K | 0.05% | 308 |
|
|
2023
Q3 | $545K | Buy |
15,711
+15
| +0.1% | +$520 | 0.09% | 194 |
|
|
2023
Q2 | $564K | Sell |
15,696
-438
| -3% | -$15.7K | 0.12% | 146 |
|
|
2023
Q1 | $534K | Sell |
16,134
-20,356
| -56% | -$673K | 0.16% | 121 |
|
|
2022
Q4 | $1.12M | Buy |
+36,490
| New | +$1.12M | 0.43% | 41 |
|