LifePlan Investment 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 | $655K | Sell |
12,154
-5,297
| -30% | -$286K | 0.33% | 65 |
|
|
2025
Q1 | $814K | Buy |
17,451
+3,148
| +22% | +$147K | 0.47% | 55 |
|
|
2024
Q4 | $711K | Buy |
14,303
+5,487
| +62% | +$273K | 0.44% | 52 |
|
|
2024
Q3 | $433K | Buy |
8,816
+89
| +1% | +$4.37K | 0.28% | 61 |
|
|
2024
Q2 | $407K | Sell |
8,727
-601
| -6% | -$28K | 0.29% | 58 |
|
|
2024
Q1 | $421K | Buy |
9,328
+126
| +1% | +$5.69K | 0.34% | 56 |
|
|
2023
Q4 | $366K | Buy |
9,202
+1,154
| +14% | +$46K | 0.34% | 49 |
|
|
2023
Q3 | $279K | Sell |
8,048
-1,040
| -11% | -$36K | 0.3% | 52 |
|
|
2023
Q2 | $327K | Buy |
+9,088
| New | +$327K | 0.37% | 44 |
|