GPS Wealth Strategies Group’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 | $100K | Sell |
1,856
-23
| -1% | -$1.24K | 0.01% | 464 |
|
|
2025
Q1 | $87.7K | Buy |
1,879
+1
| +0.1% | +$47 | 0.01% | 488 |
|
|
2024
Q4 | $93.4K | Buy |
1,878
+2
| +0.1% | +$99 | 0.01% | 451 |
|
|
2024
Q3 | $92.1K | Buy |
1,876
+2
| +0.1% | +$98 | 0.01% | 452 |
|
|
2024
Q2 | $87.3K | Buy |
1,874
+761
| +68% | +$35.5K | 0.01% | 417 |
|
|
2024
Q1 | $50.3K | Hold |
1,113
| – | – | 0.01% | 510 |
|
|
2023
Q4 | $44.3K | Hold |
1,113
| – | – | 0.01% | 516 |
|
|
2023
Q3 | $38.6K | Hold |
1,113
| – | – | 0.01% | 535 |
|
|
2023
Q2 | $40K | Hold |
1,113
| – | – | 0.01% | 539 |
|
|
2023
Q1 | $36.8K | Buy |
+1,113
| New | +$36.8K | 0.01% | 542 |
|