JFS Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

JFS Wealth Advisors’s Portfolio USXF Stock Details USXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$166K	Sell
2025 Q1	$217K	Buy
2024 Q4	$216K	Buy
2024 Q3	$170K	Sell
2024 Q2	$163K	Buy
2024 Q1	$150K	Sell
2023 Q4	$143K	Buy