Geneos Wealth Management’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 Q1	–	Sell	-713	Closed	-$35.5K	–	3171
2024 Q4	$35.5K	Sell	713 -11	-2%	-$547	﹤0.01%	1455
2024 Q3	$35.5K	Buy	+724	New	+$35.5K	﹤0.01%	1319