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KWB Wealth’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

KWB Wealth’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$379K Buy
8,120
+2,849
+54% +$133K 0.05% 106
2025
Q1 		$262K Buy
+5,271
New +$262K 0.03% 131