Kestra Investment Management’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
$497K Buy
9,999
+4,220
+73% +$210K 0.01% 376
2025
Q1
$270K Buy
5,779
+1,399
+32% +$65.3K 0.01% 342
2024
Q4
$218K Buy
+4,380
New +$218K 0.01% 341