Financial 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 | $3.21M | Buy |
59,514
+21,562
| +57% | +$1.16M | 0.6% | 14 |
|
|
2025
Q1 | $1.77M | Buy |
37,952
+48
| +0.1% | +$2.24K | 0.35% | 19 |
|
|
2024
Q4 | $1.88M | Buy |
37,904
+75
| +0.2% | +$3.73K | 0.36% | 19 |
|
|
2024
Q3 | $1.86M | Buy |
37,829
+21,787
| +136% | +$1.07M | 0.35% | 18 |
|
|
2024
Q2 | $747K | Hold |
16,042
| – | – | 0.15% | 29 |
|
|
2024
Q1 | $724K | Hold |
16,042
| – | – | 0.15% | 31 |
|
|
2023
Q4 | $639K | Buy |
16,042
+156
| +1% | +$6.21K | 0.14% | 33 |
|
|
2023
Q3 | $551K | Sell |
15,886
-700
| -4% | -$24.3K | 0.14% | 35 |
|
|
2023
Q2 | $596K | Buy |
+16,586
| New | +$596K | 0.14% | 33 |
|
|
2022
Q2 | – | Sell |
-17,739
| Closed | -$633K | – | 88 |
|
|
2022
Q1 | $633K | Hold |
17,739
| – | – | 0.2% | 35 |
|
|
2021
Q4 | $700K | Hold |
17,739
| – | – | 0.21% | 34 |
|
|
2021
Q3 | $641K | Hold |
17,739
| – | – | 0.22% | 36 |
|
|
2021
Q2 | $644K | Buy |
+17,739
| New | +$644K | 0.23% | 34 |
|