Hart & Patterson Financial 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
2024 Q4	$1.17M	Buy	23,622 +27	+0.1%	+$1.34K	0.57%	40
2024 Q3	$1.16M	Sell	23,595 -284	-1%	-$13.9K	0.55%	41
2024 Q2	$1.11M	Sell	23,879 -1,548	-6%	-$72.1K	0.55%	38
2024 Q1	$1.15M	Buy	25,427 +9,888	+64%	+$446K	0.57%	38
2023 Q4	$619K	Buy	+15,539	New	+$619K	0.32%	38