LGT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-225
| Closed | -$11.1K | – | 776 |
|
|
2024
Q3 | $11.1K | Hold |
225
| – | – | 0.03% | 398 |
|
|
2024
Q2 | $10.5K | Buy |
225
+1
| +0.4% | +$47 | 0.02% | 465 |
|
|
2024
Q1 | $10.1K | Hold |
224
| – | – | 0.01% | 495 |
|
|
2023
Q4 | $8.91K | Buy |
224
+2
| +0.9% | +$80 | 0.01% | 507 |
|
|
2023
Q3 | $7.7K | Buy |
+222
| New | +$7.7K | 0.01% | 530 |
|
|
2023
Q1 | – | Sell |
-509
| Closed | -$15.6K | – | 192 |
|
|
2022
Q4 | $15.6K | Buy |
+509
| New | +$15.6K | 0.02% | 154 |
|