Highland Financial Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Highland Financial Advisors’s Portfolio USXF Stock Details USXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.54M	Buy
2025 Q2	$2.07M	Buy
2025 Q1	$1.51M	Buy
2024 Q4	$489K	Hold
2024 Q3	$482K	Hold
2024 Q2	$458K	Buy