GA
Goldstein Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
5,300
-8
| -0.2% | -$431 | 0.04% | 139 |
|
|
2025
Q1 | $248K | Sell |
5,308
-78
| -1% | -$3.64K | 0.04% | 158 |
|
|
2024
Q4 | $268K | Sell |
5,386
-295
| -5% | -$14.7K | 0.04% | 149 |
|
|
2024
Q3 | $279K | Sell |
5,681
-277
| -5% | -$13.6K | 0.04% | 137 |
|
|
2024
Q2 | $278K | Sell |
5,958
-76
| -1% | -$3.54K | 0.05% | 123 |
|
|
2024
Q1 | $272K | Sell |
6,034
-39
| -0.6% | -$1.76K | 0.05% | 123 |
|
|
2023
Q4 | $242K | Sell |
6,073
-595
| -9% | -$23.7K | 0.04% | 159 |
|
|
2023
Q3 | $231K | Sell |
6,668
-32
| -0.5% | -$1.11K | 0.05% | 122 |
|
|
2023
Q2 | $241K | Buy |
6,700
+349
| +5% | +$12.5K | 0.05% | 127 |
|
|
2023
Q1 | $210K | Buy |
+6,351
| New | +$210K | 0.05% | 132 |
|