HighTower 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 | Sell |
38,332
-587
| -2% | -$31.7K | ﹤0.01% | 1543 |
|
2025
Q1 | $1.82M | Buy |
38,919
+9,435
| +32% | +$440K | ﹤0.01% | 1579 |
|
2024
Q4 | $1.47M | Buy |
29,484
+21,944
| +291% | +$1.09M | ﹤0.01% | 1706 |
|
2024
Q3 | $371K | Buy |
7,540
+2,573
| +52% | +$127K | ﹤0.01% | 2635 |
|
2024
Q2 | $232K | Buy |
4,967
+25
| +0.5% | +$1.17K | ﹤0.01% | 2913 |
|
2024
Q1 | $224K | Buy |
+4,942
| New | +$224K | ﹤0.01% | 2905 |
|
2022
Q2 | – | Sell |
-10,595
| Closed | -$378K | – | 3188 |
|
2022
Q1 | $378K | Sell |
10,595
-796
| -7% | -$28.4K | ﹤0.01% | 2334 |
|
2021
Q4 | $450K | Buy |
+11,391
| New | +$450K | ﹤0.01% | 2214 |
|