MBE Wealth Management’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
$639K Sell
11,847
-43
-0.4% -$2.32K 0.28% 49
2025
Q1
$555K Buy
11,890
+7,058
+146% +$329K 0.27% 50
2024
Q4
$240K Buy
+4,832
New +$240K 0.14% 82