Financial Architects (New Jersey)’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
2022
Q2
Sell
-6,589
Closed -$235K 276
2022
Q1
$235K Buy
6,589
+3
+0% +$107 0.03% 302
2021
Q4
$260K Buy
6,586
+756
+13% +$29.8K 0.04% 289
2021
Q3
$211K Hold
5,830
0.03% 314
2021
Q2
$212K Buy
+5,830
New +$212K 0.03% 320