Marcum 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
Q1 | $542K | Buy |
11,607
+24
| +0.2% | +$1.12K | 0.05% | 180 |
|
|
2024
Q4 | $576K | Sell |
11,583
-1,902
| -14% | -$94.6K | 0.05% | 175 |
|
|
2024
Q3 | $662K | Sell |
13,485
-382
| -3% | -$18.7K | 0.06% | 153 |
|
|
2024
Q2 | $646K | Buy |
13,867
+4
| +0% | +$186 | 0.06% | 153 |
|
|
2024
Q1 | $626K | Hold |
13,863
| – | – | 0.06% | 157 |
|
|
2023
Q4 | $552K | Buy |
13,863
+139
| +1% | +$5.54K | 0.06% | 164 |
|
|
2023
Q3 | $476K | Buy |
13,724
+24
| +0.2% | +$832 | 0.06% | 180 |
|
|
2023
Q2 | $493K | Buy |
13,700
+6,411
| +88% | +$230K | 0.06% | 177 |
|
|
2023
Q1 | $241K | Buy |
+7,289
| New | +$241K | 0.03% | 289 |
|