Keel Point’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 | $295K | Hold |
5,466
| – | – | 0.02% | 399 |
|
2025
Q1 | $255K | Hold |
5,466
| – | – | 0.02% | 381 |
|
2024
Q4 | $272K | Hold |
5,466
| – | – | 0.02% | 343 |
|
2024
Q3 | $268K | Hold |
5,466
| – | – | 0.02% | 356 |
|
2024
Q2 | $252K | Hold |
5,466
| – | – | 0.02% | 356 |
|
2024
Q1 | $247K | Hold |
5,466
| – | – | 0.03% | 328 |
|
2023
Q4 | $218K | Sell |
5,466
-1,116
| -17% | -$44.4K | 0.03% | 320 |
|
2023
Q3 | $228K | Buy |
+6,582
| New | +$228K | 0.03% | 277 |
|