Financial 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 | $3.21M | Buy |
|
|||||
|
2025
Q1 | $1.77M | Buy |
|
|||||
|
2024
Q4 | $1.88M | Buy |
|
|||||
|
2024
Q3 | $1.86M | Buy |
|
|||||
|
2024
Q2 | $747K | Hold |
|
|||||
|
2024
Q1 | $724K | Hold |
|
|||||
|
2023
Q4 | $639K | Buy |
|
|||||
|
2023
Q3 | $551K | Sell |
|
|||||
|
2023
Q2 | $596K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $633K | Hold |
|
|||||
|
2021
Q4 | $700K | Hold |
|
|||||
|
2021
Q3 | $641K | Hold |
|
|||||
|
2021
Q2 | $644K | Buy |
|