McKinley Carter Wealth Services’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
Q2 | – | Sell |
-7,525
| Closed | -$249K | – | 310 |
|
|
2023
Q1 | $249K | Sell |
7,525
-410
| -5% | -$13.6K | 0.02% | 267 |
|
|
2022
Q4 | $243K | Sell |
7,935
-618
| -7% | -$18.9K | 0.02% | 266 |
|
|
2022
Q3 | $240K | Buy |
8,553
+73
| +0.9% | +$2.05K | 0.02% | 256 |
|
|
2022
Q2 | $253K | Buy |
8,480
+797
| +10% | +$23.8K | 0.02% | 261 |
|
|
2022
Q1 | $274K | Buy |
7,683
+937
| +14% | +$33.4K | 0.02% | 250 |
|
|
2021
Q4 | $266K | Buy |
+6,746
| New | +$266K | 0.02% | 255 |
|