Goldstein Advisors’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
Q3 | $298K | Sell |
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|
2025
Q2 | $286K | Sell |
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2025
Q1 | $248K | Sell |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $210K | Buy |
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