Highland Financial Advisors’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	$2.07M	Buy	38,320 +5,904	+18%	+$318K	0.66%	19
2025 Q1	$1.51M	Buy	32,416 +22,588	+230%	+$1.05M	0.54%	23
2024 Q4	$489K	Hold	9,828	–	–	0.17%	37
2024 Q3	$482K	Hold	9,828	–	–	0.17%	32
2024 Q2	$458K	Buy	+9,828	New	+$458K	0.17%	35