Global Retirement Partners’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	$183K	Buy	+3,398	New	+$183K	﹤0.01%	1141
2024 Q4	$104K	Buy	2,089 +337	+19%	+$16.8K	﹤0.01%	1251
2024 Q3	$86K	Buy	1,752 +1,040	+146%	+$51K	﹤0.01%	1313
2024 Q2	$33.2K	Buy	+712	New	+$33.2K	﹤0.01%	1743