Financial Connections Group’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 | $12M | Buy |
222,581
+2,060
| +0.9% | +$111K | 4.95% | 6 |
|
|
2025
Q1 | $10.3M | Buy |
220,521
+6,165
| +3% | +$288K | 4.62% | 8 |
|
|
2024
Q4 | $10.7M | Buy |
214,356
+4,905
| +2% | +$244K | 5.12% | 6 |
|
|
2024
Q3 | $10.3M | Buy |
209,451
+15,161
| +8% | +$744K | 5.05% | 6 |
|
|
2024
Q2 | $9.05M | Buy |
194,290
+9,977
| +5% | +$465K | 4.7% | 7 |
|
|
2024
Q1 | $8.32M | Buy |
184,313
+5,000
| +3% | +$226K | 9.11% | 4 |
|
|
2023
Q4 | $7.14M | Buy |
179,313
+6,940
| +4% | +$276K | 4.62% | 7 |
|
|
2023
Q3 | $5.97M | Buy |
172,373
+45,627
| +36% | +$1.58M | 7.37% | 5 |
|
|
2023
Q2 | $4.56M | Sell |
126,746
-6,298
| -5% | -$226K | 2.99% | 14 |
|
|
2023
Q1 | $4.4M | Sell |
133,044
-269
| -0.2% | -$8.89K | 3.12% | 11 |
|
|
2022
Q4 | $4.09M | Sell |
133,313
-11,058
| -8% | -$339K | 3.22% | 11 |
|
|
2022
Q3 | $4.05M | Sell |
144,371
-15,664
| -10% | -$439K | 3.41% | 11 |
|
|
2022
Q2 | $4.78M | Buy |
160,035
+22,251
| +16% | +$665K | 4.21% | 8 |
|
|
2022
Q1 | $4.92M | Buy |
137,784
+17,237
| +14% | +$615K | 4.95% | 5 |
|
|
2021
Q4 | $4.75M | Buy |
+120,547
| New | +$4.75M | 4.68% | 7 |
|