Maia Wealth’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 | $836K | Sell |
15,502
-2,398
| -13% | -$129K | 0.16% | 145 |
|
|
2025
Q1 | $811K | Sell |
17,900
-253
| -1% | -$11.5K | 0.18% | 124 |
|
|
2024
Q4 | $910K | Buy |
18,153
+2,287
| +14% | +$115K | 0.2% | 109 |
|
|
2024
Q3 | $796K | Buy |
15,866
+491
| +3% | +$24.6K | 0.2% | 107 |
|
|
2024
Q2 | $740K | Buy |
+15,375
| New | +$740K | 0.22% | 95 |
|
|
2023
Q4 | $426K | Buy |
+10,703
| New | +$426K | 0.17% | 116 |
|