Gen-Wealth Partners’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 | $367K | Sell |
6,798
-1,148
| -14% | -$61.9K | 0.14% | 160 |
|
|
2025
Q1 | $371K | Buy |
7,946
+151
| +2% | +$7.05K | 0.15% | 153 |
|
|
2024
Q4 | $388K | Sell |
7,795
-335
| -4% | -$16.7K | 0.17% | 145 |
|
|
2024
Q3 | $408K | Buy |
8,130
+635
| +8% | +$31.9K | 0.18% | 148 |
|
|
2024
Q2 | $349K | Buy |
7,495
+223
| +3% | +$10.4K | 0.17% | 148 |
|
|
2024
Q1 | $328K | Buy |
+7,272
| New | +$328K | 0.16% | 142 |
|