IFP 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 | $6.14K | Sell |
114
-2,158
| -95% | -$116K | ﹤0.01% | 3228 |
|
|
2025
Q1 | $106K | Buy |
+2,272
| New | +$106K | ﹤0.01% | 1498 |
|
|
2023
Q1 | – | Sell |
-20,270
| Closed | -$515K | – | 4396 |
|
|
2022
Q4 | $515K | Buy |
20,270
+4,399
| +28% | +$112K | 0.01% | 885 |
|
|
2022
Q3 | $402K | Buy |
15,871
+4,829
| +44% | +$122K | 0.01% | 1029 |
|
|
2022
Q2 | $279K | Hold |
11,042
| – | – | 0.01% | 1117 |
|
|
2022
Q1 | $279K | Buy |
+11,042
| New | +$279K | 0.01% | 1117 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4576 |
|
|
2021
Q2 | – | Sell |
-325
| Closed | -$11K | – | 4369 |
|
|
2021
Q1 | $11K | Buy |
+325
| New | +$11K | ﹤0.01% | 2102 |
|