Milestone Investment Advisors’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 | $310K | Sell |
5,757
-625
| -10% | -$33.7K | 0.08% | 70 |
|
|
2025
Q1 | $298K | Sell |
6,382
-394
| -6% | -$18.4K | 0.08% | 71 |
|
|
2024
Q4 | $337K | Sell |
6,776
-10
| -0.1% | -$497 | 0.09% | 70 |
|
|
2024
Q3 | $333K | Buy |
6,786
+3,467
| +104% | +$170K | 0.09% | 71 |
|
|
2024
Q2 | $155K | Buy |
3,319
+1,399
| +73% | +$65.2K | 0.04% | 83 |
|
|
2024
Q1 | $86.7K | Sell |
1,920
-18
| -0.9% | -$813 | 0.02% | 90 |
|
|
2023
Q4 | $77.2K | Hold |
1,938
| – | – | 0.02% | 87 |
|
|
2023
Q3 | $67.2K | Hold |
1,938
| – | – | 0.02% | 172 |
|
|
2023
Q2 | $69.7K | Sell |
1,938
-1,000
| -34% | -$36K | 0.02% | 82 |
|
|
2023
Q1 | $97.2K | Buy |
2,938
+38
| +1% | +$1.26K | 0.03% | 147 |
|
|
2022
Q4 | $88.9K | Buy |
+2,900
| New | +$88.9K | 0.03% | 76 |
|