JMG Financial Group’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
Q3 | $667K | Hold |
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|
2025
Q2 | $627K | Hold |
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|
2025
Q1 | $543K | Sell |
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|
2024
Q4 | $788K | Sell |
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|
2024
Q3 | $797K | Buy |
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|
2024
Q2 | $751K | Hold |
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|
2024
Q1 | $728K | Sell |
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|
2023
Q4 | $675K | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $531K | Hold |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $343K | Hold |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | $275K | Buy |
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