MPW
MA Private Wealth’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
23,457
| – | – | 0.23% | 42 |
|
|
2025
Q1 | $1.09M | Hold |
23,457
| – | – | 0.21% | 40 |
|
|
2024
Q4 | $1.17M | Sell |
23,457
-166
| -0.7% | -$8.25K | 0.22% | 38 |
|
|
2024
Q3 | $1.16M | Buy |
23,623
+224
| +1% | +$11K | 0.22% | 39 |
|
|
2024
Q2 | $1.09M | Hold |
23,399
| – | – | 0.22% | 40 |
|
|
2024
Q1 | $1.06M | Hold |
23,399
| – | – | 0.21% | 42 |
|
|
2023
Q4 | $932K | Sell |
23,399
-1,357
| -5% | -$54K | 0.2% | 46 |
|
|
2023
Q3 | $858K | Hold |
24,756
| – | – | 0.2% | 45 |
|
|
2023
Q2 | $890K | Hold |
24,756
| – | – | 0.21% | 43 |
|
|
2023
Q1 | $819K | Buy |
24,756
+6,803
| +38% | +$225K | 0.2% | 44 |
|
|
2022
Q4 | $550K | Buy |
17,953
+5,048
| +39% | +$155K | 0.13% | 52 |
|
|
2022
Q3 | $377K | Buy |
+12,905
| New | +$377K | 0.09% | 57 |
|