Morningstar Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-71,854
| Closed | -$3.52M | – | 391 |
|
|
2024
Q3 | $3.52M | Buy |
71,854
+14,284
| +25% | +$700K | 0.04% | 155 |
|
|
2024
Q2 | $2.68M | Buy |
57,570
+20,848
| +57% | +$971K | 0.03% | 156 |
|
|
2024
Q1 | $1.66M | Sell |
36,722
-17,669
| -32% | -$797K | 0.02% | 169 |
|
|
2023
Q4 | $2.17M | Buy |
54,391
+37,781
| +227% | +$1.51M | 0.01% | 184 |
|
|
2023
Q3 | $576K | Buy |
+16,610
| New | +$576K | 0.01% | 201 |
|