MWM
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Modern Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Modern Wealth Management’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Buy
20,988
+6,646
+46% +$358K 0.03% 343
2025
Q1 		$669K Buy
+14,342
New +$669K 0.02% 366