MAI Capital Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Buy |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $868K | Buy |
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|
2024
Q4 | $914K | Buy |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $499K | Buy |
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|
2024
Q1 | $463K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $501K | Buy |
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