GeoWealth 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 Q2	$2.87M	Buy	53,161 +6,660	+14%	+$359K	0.11%	107
2025 Q1	$2.17M	Buy	46,501 +28,172	+154%	+$1.31M	0.09%	131
2024 Q4	$911K	Buy	18,329 +17,375	+1,821%	+$864K	0.03%	314
2024 Q3	$46.8K	Buy	+954	New	+$46.8K	﹤0.01%	1085