Global Financial Private Client’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $23.6K | Buy |
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|
2024
Q4 | $23.8K | Buy |
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|
2024
Q3 | $20.7K | Hold |
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|
2024
Q2 | $19.7K | Buy |
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|
2024
Q1 | $18.3K | Buy |
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|
2023
Q4 | $15.8K | Sell |
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|
2023
Q3 | $14.4K | Hold |
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|
2023
Q2 | $15K | Buy |
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|
2023
Q1 | $12.9K | Hold |
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|
2022
Q4 | $12K | Hold |
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|
2022
Q3 | $11.2K | Sell |
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|
2022
Q2 | $15.2K | Hold |
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|
2022
Q1 | $18.1K | Buy |
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|
2021
Q4 | $18.7K | Hold |
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|
2021
Q3 | $17.3K | Buy |
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|
2021
Q2 | $12K | Buy |
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|
2021
Q1 | $5.81K | Buy |
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