Institutional & Family Asset 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
2023
Q2
Sell
2023
Q1
$70.8K Sell
2022
Q4
$1.15M Buy
2022
Q3
$60K Buy
2022
Q2
$45K Hold
2022
Q1
$54K Hold
2021
Q4
$59K Hold
2021
Q3
$54K Hold
2021
Q2
$55K Hold
2021
Q1
$50K Buy