Jones Financial Companies’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
3,738
+1,452
| +64% | +$77.8K | ﹤0.01% | 1660 |
|
|
2025
Q1 | $106K | Buy |
2,286
+2,144
| +1,510% | +$99.7K | ﹤0.01% | 1746 |
|
|
2024
Q4 | $7.07K | Buy |
+142
| New | +$7.07K | ﹤0.01% | 2654 |
|
|
2024
Q2 | – | Sell |
-562
| Closed | -$25.4K | – | 2448 |
|
|
2024
Q1 | $25.4K | Buy |
+562
| New | +$25.4K | ﹤0.01% | 854 |
|