IWA
Invera Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.05M | Sell |
172,402
-6,356
| -4% | -$297K | 9.46% | 1 |
|
|
2024
Q4 | $9.41M | Buy |
178,758
+8,245
| +5% | +$434K | 9.32% | 1 |
|
|
2024
Q3 | $8.89M | Buy |
170,513
+1,617
| +1% | +$84.3K | 8.84% | 1 |
|
|
2024
Q2 | $8.04M | Buy |
168,896
+2,044
| +1% | +$97.4K | 8.25% | 1 |
|
|
2024
Q1 | $7.04M | Sell |
166,852
-1,297
| -0.8% | -$54.8K | 5.98% | 1 |
|
|
2023
Q4 | $6.7M | Buy |
+168,149
| New | +$6.7M | 4.19% | 1 |
|