Monterey Private Wealth’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 Q1	$213K	Sell	4,572 -2,263	-33%	-$106K	0.06%	128
2024 Q4	$340K	Buy	6,835 +24	+0.4%	+$1.19K	0.11%	88
2024 Q3	$334K	Buy	6,811 +18	+0.3%	+$883	0.11%	87
2024 Q2	$316K	Buy	6,793 +13	+0.2%	+$606	0.12%	85
2024 Q1	$306K	Buy	+6,780	New	+$306K	0.12%	82