Golden State Wealth 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
$25.3K Sell
469
-5,442
-92% -$293K ﹤0.01% 822
2025
Q1
$276K Buy
5,911
+1,606
+37% +$75K 0.04% 300
2024
Q4
$214K Buy
+4,305
New +$214K 0.03% 310