JB Capital’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
$268K Sell
4,976
-1,727
-26% -$93.1K 0.01% 208
2025
Q1
$313K Sell
6,703
-187
-3% -$8.73K 0.02% 181
2024
Q4
$343K Buy
6,890
+2,079
+43% +$103K 0.02% 173
2024
Q3
$236K Buy
4,811
+30
+0.6% +$1.47K 0.01% 199
2024
Q2
$223K Sell
4,781
-221
-4% -$10.3K 0.01% 212
2024
Q1
$226K Buy
+5,002
New +$226K 0.02% 208