Kestra Private Wealth Services’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 | $496K | Buy |
9,197
+23
| +0.3% | +$1.24K | 0.01% | 1038 |
|
|
2025
Q1 | $428K | Buy |
9,174
+20
| +0.2% | +$933 | 0.01% | 1035 |
|
|
2024
Q4 | $455K | Buy |
9,154
+823
| +10% | +$40.9K | 0.01% | 961 |
|
|
2024
Q3 | $409K | Buy |
8,331
+3,084
| +59% | +$151K | 0.01% | 957 |
|
|
2024
Q2 | $244K | Buy |
5,247
+10
| +0.2% | +$466 | ﹤0.01% | 1132 |
|
|
2024
Q1 | $236K | Buy |
5,237
+13
| +0.2% | +$587 | 0.01% | 1110 |
|
|
2023
Q4 | $208K | Buy |
+5,224
| New | +$208K | 0.01% | 1095 |
|