Lifelong Wealth 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
2025 Q2	$475K	Sell	8,805 -3,373	-28%	-$182K	0.16%	46
2025 Q1	$568K	Buy	12,178 +2,839	+30%	+$132K	0.27%	35
2024 Q4	$464K	Buy	+9,339	New	+$464K	0.21%	36