Gradient Investments’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
2022
Q3
Sell
-60
Closed -$2K 1547
2022
Q2
$2K Buy
+60
New +$2K ﹤0.01% 1080
2022
Q1
Sell
-539
Closed -$21K 1346
2021
Q4
$21K Buy
539
+244
+83% +$9.51K ﹤0.01% 651
2021
Q3
$11K Buy
+295
New +$11K ﹤0.01% 768