Gould Asset 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 | $2.3M | Hold |
42,725
| – | – | 0.45% | 29 |
|
|
2025
Q1 | $1.99M | Hold |
42,725
| – | – | 0.41% | 34 |
|
|
2024
Q4 | $2.12M | Hold |
42,725
| – | – | 0.45% | 31 |
|
|
2024
Q3 | $2.1M | Hold |
42,725
| – | – | 0.45% | 30 |
|
|
2024
Q2 | $1.99M | Hold |
42,725
| – | – | 0.46% | 30 |
|
|
2024
Q1 | $1.93M | Buy |
42,725
+9,600
| +29% | +$433K | 0.47% | 32 |
|
|
2023
Q4 | $1.32M | Buy |
33,125
+9,125
| +38% | +$363K | 0.34% | 36 |
|
|
2023
Q3 | $832K | Hold |
24,000
| – | – | 0.23% | 49 |
|
|
2023
Q2 | $863K | Hold |
24,000
| – | – | 0.24% | 45 |
|
|
2023
Q1 | $794K | Hold |
24,000
| – | – | 0.23% | 50 |
|
|
2022
Q4 | $736K | Buy |
24,000
+16,025
| +201% | +$491K | 0.22% | 56 |
|
|
2022
Q3 | $223K | Buy |
+7,975
| New | +$223K | 0.08% | 115 |
|