Horst & Graben Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.72M	Sell	42,655 -868	-2%	-$50.2K	0.37%	45
2025 Q4	$2.51M	Buy	43,523 +307	+0.7%	+$17.7K	0.38%	40
2025 Q3	$2.48M	Sell	43,216 -13,170	-23%	-$735K	0.38%	44
2025 Q2	$3.04M	Sell	56,386 -16,337	-22%	-$798K	0.5%	38
2025 Q1	$3.39M	Sell	72,723 -2,432	-3%	-$121K	0.61%	34
2024 Q4	$3.74M	Buy	75,155 +5,802	+8%	+$295K	0.67%	26
2024 Q3	$3.4M	Buy	69,353 +1,841	+3%	+$86.9K	0.61%	27
2024 Q2	$3.14M	Sell	67,512 -173	-0.3%	-$7.73K	0.6%	29
2024 Q1	$3.06M	Sell	67,685 -1,665	-2%	-$70.7K	0.62%	30
2023 Q4	$2.76M	Buy	69,350 +1,291	+2%	+$47.2K	0.61%	33
2023 Q3	$2.36M	Sell	68,059 -1,437	-2%	-$52K	0.58%	30
2023 Q2	$2.5M	Sell	69,496 -202	-0.3%	-$6.82K	0.6%	24
2023 Q1	$2.31M	Sell	69,698 -215	-0.3%	-$6.93K	0.57%	27
2022 Q4	$2.14M	Buy	69,913 +592	+0.9%	+$17.9K	0.56%	32
2022 Q3	$1.94M	Buy	69,321 +4,369	+7%	+$137K	0.55%	30
2022 Q2	$1.94M	Sell	64,952 -7,184	-10%	-$232K	0.53%	35
2022 Q1	$2.58M	Buy	72,136 +3,150	+5%	+$112K	0.63%	31
2021 Q4	$2.72M	Buy	68,986 +300	+0.4%	+$11.5K	0.68%	32
2021 Q3	$2.48M	Buy	68,686 +27,448	+67%	+$1.02M	0.68%	31
2021 Q2	$1.5M	Buy	41,238 +4,855	+13%	+$170K	0.42%	38
2021 Q1	$1.21M	Buy	36,383 +20,251	+126%	+$655K	0.38%	39
2020 Q4	$505K	Buy	+16,132	New	+$478K	0.17%	68