Milestone Investment Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $330K | Sell |
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2025
Q2 | $310K | Sell |
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2025
Q1 | $298K | Sell |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $155K | Buy |
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|
2024
Q1 | $86.7K | Sell |
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|
2023
Q4 | $77.2K | Hold |
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|
2023
Q3 | $67.2K | Hold |
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|
2023
Q2 | $69.7K | Sell |
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|
2023
Q1 | $97.2K | Buy |
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|
2022
Q4 | $88.9K | Buy |
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