Heritage Financial Services’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	-3,090	Closed	-$92K	–	455
2022 Q2	$92K	Buy	+3,090	New	+$92K	0.05%	118