Medallion Wealth Advisors, LLC’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
$5.91K Hold
2025
Q4
$6.16K Hold
2025
Q3
$6.13K Hold
2025
Q2
$5.75K Buy
2025
Q1
$4.96K Hold
2024
Q4
$5.27K Buy