Invera Wealth Advisors’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
2025
Q1
$8.05M Sell
2024
Q4
$9.41M Buy
2024
Q3
$8.89M Buy
2024
Q2
$8.04M Buy
2024
Q1
$7.04M Sell
2023
Q4
$6.7M Buy