Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,140
| Closed | -$70.8K | – | 793 |
|
|
2023
Q1 | $70.8K | Sell |
2,140
-35,500
| -94% | -$1.17M | 0.01% | 196 |
|
|
2022
Q4 | $1.15M | Buy |
37,640
+35,500
| +1,659% | +$1.09M | 0.19% | 82 |
|
|
2022
Q3 | $60K | Buy |
2,140
+638
| +42% | +$17.9K | 0.01% | 205 |
|
|
2022
Q2 | $45K | Hold |
1,502
| – | – | 0.01% | 233 |
|
|
2022
Q1 | $54K | Hold |
1,502
| – | – | 0.01% | 251 |
|
|
2021
Q4 | $59K | Hold |
1,502
| – | – | 0.01% | 251 |
|
|
2021
Q3 | $54K | Hold |
1,502
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $55K | Hold |
1,502
| – | – | 0.01% | 319 |
|
|
2021
Q1 | $50K | Buy |
+1,502
| New | +$50K | 0.01% | 355 |
|