Monterey Private Wealth’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Monterey Private Wealth’s Portfolio USXF Stock Details USXF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$213K	Sell
2024 Q4	$340K	Buy
2024 Q3	$334K	Buy
2024 Q2	$316K	Buy
2024 Q1	$306K	Buy