JFS Wealth Advisors’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 | $166K | Sell |
3,082
-1,559
| -34% | -$84.1K | 0.01% | 313 |
|
|
2025
Q1 | $217K | Buy |
4,641
+293
| +7% | +$13.7K | 0.01% | 296 |
|
|
2024
Q4 | $216K | Buy |
4,348
+879
| +25% | +$43.7K | 0.01% | 281 |
|
|
2024
Q3 | $170K | Sell |
3,469
-29
| -0.8% | -$1.42K | 0.01% | 304 |
|
|
2024
Q2 | $163K | Buy |
3,498
+171
| +5% | +$7.97K | 0.01% | 259 |
|
|
2024
Q1 | $150K | Sell |
3,327
-263
| -7% | -$11.9K | 0.01% | 268 |
|
|
2023
Q4 | $143K | Buy |
+3,590
| New | +$143K | 0.01% | 261 |
|