Matthew Hamilton Rosenberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9
| Closed | -$312 | – | 961 |
|
|
2023
Q3 | $312 | Hold |
9
| – | – | ﹤0.01% | 843 |
|
|
2023
Q2 | $324 | Sell |
9
-30
| -77% | -$1.08K | ﹤0.01% | 864 |
|
|
2023
Q1 | $1.29K | Hold |
39
| – | – | ﹤0.01% | 809 |
|
|
2022
Q4 | $1.2K | Sell |
39
-5
| -11% | -$153 | ﹤0.01% | 802 |
|
|
2022
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 841 |
|
|
2022
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 783 |
|
|
2022
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 721 |
|
|
2021
Q4 | $2K | Buy |
44
+14
| +47% | +$636 | ﹤0.01% | 698 |
|
|
2021
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 684 |
|