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	-505	Closed	-$23.6K	–	1528
2025 Q1	$23.6K	Buy	505 +27	+6%	+$1.34K	0.01%	426
2024 Q4	$23.8K	Buy	478 +56	+13%	+$2.85K	0.01%	403
2024 Q3	$20.7K	Hold	422	–	–	0.01%	426
2024 Q2	$19.7K	Buy	422 +15	+4%	+$670	0.01%	384
2024 Q1	$18.3K	Buy	407 +11	+3%	+$467	0.01%	406
2023 Q4	$15.8K	Sell	396 -20	-5%	-$731	0.01%	409
2023 Q3	$14.4K	Hold	416	–	–	0.01%	397
2023 Q2	$15K	Buy	416 +26	+7%	+$878	0.01%	396
2023 Q1	$12.9K	Hold	390	–	–	0.01%	420
2022 Q4	$12K	Hold	390	–	–	0.01%	405
2022 Q3	$11.2K	Sell	390 -115	-23%	-$3.6K	0.01%	398
2022 Q2	$15.2K	Hold	505	–	–	0.01%	365
2022 Q1	$18.1K	Buy	505 +30	+6%	+$1.07K	0.01%	355
2021 Q4	$18.7K	Hold	475	–	–	0.01%	342
2021 Q3	$17.3K	Buy	475 +146	+44%	+$5.44K	0.01%	310
2021 Q2	$12K	Buy	329 +156	+90%	+$5.46K	0.01%	340
2021 Q1	$5.81K	Buy	+173	New	+$5.6K	﹤0.01%	349