GWP
Gateway Wealth Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
4,220
-1,563
| -27% | -$84.3K | 0.04% | 322 |
|
|
2025
Q1 | $270K | Buy |
5,783
+1,471
| +34% | +$68.6K | 0.06% | 265 |
|
|
2024
Q4 | $214K | Sell |
4,312
-588
| -12% | -$29.2K | 0.06% | 276 |
|
|
2024
Q3 | $240K | Buy |
+4,900
| New | +$240K | 0.07% | 247 |
|
|
2024
Q2 | – | Sell |
-4,887
| Closed | -$221K | – | 277 |
|
|
2024
Q1 | $221K | Sell |
4,887
-263
| -5% | -$11.9K | 0.08% | 216 |
|
|
2023
Q4 | $205K | Buy |
+5,150
| New | +$205K | 0.08% | 219 |
|