GG
GenWealth Group’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 | $3.41M | Buy |
63,214
+1,088
| +2% | +$58.7K | 0.69% | 25 |
|
|
2025
Q1 | $2.9M | Sell |
62,126
-311
| -0.5% | -$14.5K | 0.64% | 24 |
|
|
2024
Q4 | $3.1M | Sell |
62,437
-2,196
| -3% | -$109K | 0.71% | 27 |
|
|
2024
Q3 | $3.17M | Sell |
64,633
-3,330
| -5% | -$163K | 0.73% | 27 |
|
|
2024
Q2 | $3.17M | Sell |
67,963
-470
| -0.7% | -$21.9K | 0.78% | 27 |
|
|
2024
Q1 | $3.09M | Sell |
68,433
-3,022
| -4% | -$136K | 0.78% | 25 |
|
|
2023
Q4 | $2.85M | Sell |
71,455
-3,295
| -4% | -$131K | 0.79% | 25 |
|
|
2023
Q3 | $2.59M | Sell |
74,750
-1,910
| -2% | -$66.2K | 0.79% | 26 |
|
|
2023
Q2 | $2.76M | Buy |
76,660
+463
| +0.6% | +$16.6K | 0.79% | 25 |
|
|
2023
Q1 | $2.52M | Sell |
76,197
-382
| -0.5% | -$12.6K | 0.77% | 25 |
|
|
2022
Q4 | $2.35M | Buy |
76,579
+19,680
| +35% | +$603K | 0.77% | 25 |
|
|
2022
Q3 | $1.59M | Buy |
56,899
+9,507
| +20% | +$266K | 0.54% | 24 |
|
|
2022
Q2 | $1.42M | Buy |
47,392
+5,926
| +14% | +$177K | 0.45% | 25 |
|
|
2022
Q1 | $1.48M | Buy |
41,466
+20,277
| +96% | +$724K | 0.41% | 32 |
|
|
2021
Q4 | $835K | Buy |
21,189
+7,403
| +54% | +$292K | 0.23% | 36 |
|
|
2021
Q3 | $498K | Buy |
+13,786
| New | +$498K | 0.15% | 43 |
|