FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $90.8K | Hold |
1,851
| – | – | 0.02% | 444 |
|
|
2024
Q2 | $86.2K | Buy |
1,851
+78
| +4% | +$3.63K | 0.02% | 429 |
|
|
2024
Q1 | $80.1K | Buy |
1,773
+80
| +5% | +$3.61K | 0.02% | 422 |
|
|
2023
Q4 | $67.4K | Hold |
1,693
| – | – | 0.01% | 424 |
|
|
2023
Q3 | $58.7K | Buy |
1,693
+98
| +6% | +$3.4K | 0.01% | 425 |
|
|
2023
Q2 | $48.9K | Hold |
1,595
| – | – | 0.01% | 448 |
|
|
2023
Q1 | $48.9K | Hold |
1,595
| – | – | 0.01% | 448 |
|
|
2022
Q4 | $48.9K | Hold |
1,595
| – | – | 0.01% | 448 |
|
|
2022
Q3 | $46K | Hold |
1,595
| – | – | 0.01% | 523 |
|
|
2022
Q2 | $50K | Hold |
1,595
| – | – | 0.01% | 527 |
|
|
2022
Q1 | $57K | Hold |
1,595
| – | – | 0.01% | 535 |
|
|
2021
Q4 | $63K | Hold |
1,595
| – | – | 0.02% | 506 |
|
|
2021
Q3 | $58K | Hold |
1,595
| – | – | 0.02% | 526 |
|
|
2021
Q2 | $58K | Hold |
1,595
| – | – | 0.02% | 527 |
|
|
2021
Q1 | $53K | Buy |
+1,595
| New | +$53K | 0.02% | 529 |
|