Gateway Wealth Partners’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
$228K Sell
2025
Q1
$270K Buy
2024
Q4
$214K Sell
2024
Q3
$240K Buy
2024
Q2
Sell
2024
Q1
$221K Sell
2023
Q4
$205K Buy