Jones Financial Companies’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
2026
Q1
$741K Buy
13,767
+6,653
+94% +$385K ﹤0.01% 1849
2025
Q4
$410K Buy
7,114
+2,741
+63% +$158K ﹤0.01% 1606
2025
Q3
$248K Buy
4,373
+635
+17% +$35.4K ﹤0.01% 1702
2025
Q2
$200K Buy
3,738
+1,452
+64% +$71K ﹤0.01% 1660
2025
Q1
$106K Buy
2,286
+2,144
+1,510% +$106K ﹤0.01% 1746
2024
Q4
$7.07K Buy
+142
New +$7.22K ﹤0.01% 2654
2024
Q2
Sell
-562
Closed -$25.4K 2448
2024
Q1
$25.4K Buy
+562
New +$23.9K ﹤0.01% 854

Other funds holding USXF