McGlone Suttner 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
2024
Q1
Sell
-2,553
Closed -$102K 760
2023
Q4
$102K Buy
+2,553
New +$102K 0.02% 213