Magnus Financial Group’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 | $1.5M | Sell |
27,756
-184
| -0.7% | -$9.92K | 0.13% | 122 |
|
|
2025
Q1 | $1.3M | Buy |
27,940
+548
| +2% | +$25.6K | 0.13% | 130 |
|
|
2024
Q4 | $1.36M | Buy |
27,392
+6,907
| +34% | +$343K | 0.13% | 121 |
|
|
2024
Q3 | $1.01M | Buy |
20,485
+4,641
| +29% | +$228K | 0.1% | 151 |
|
|
2024
Q2 | $738K | Buy |
15,844
+5,701
| +56% | +$266K | 0.08% | 160 |
|
|
2024
Q1 | $458K | Buy |
10,143
+3,931
| +63% | +$177K | 0.05% | 196 |
|
|
2023
Q4 | $247K | Buy |
+6,212
| New | +$247K | 0.03% | 253 |
|