Morton Brown Family 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
Q2 | $11.6K | Hold |
216
| – | – | ﹤0.01% | 183 |
|
|
2025
Q1 | $10.1K | Hold |
216
| – | – | ﹤0.01% | 191 |
|
|
2024
Q4 | $10.7K | Hold |
216
| – | – | ﹤0.01% | 169 |
|
|
2024
Q3 | $10.6K | Hold |
216
| – | – | ﹤0.01% | 164 |
|
|
2024
Q2 | $10.2K | Sell |
216
-68
| -24% | -$3.21K | ﹤0.01% | 156 |
|
|
2024
Q1 | $12.8K | Hold |
284
| – | – | 0.01% | 141 |
|
|
2023
Q4 | $11.3K | Buy |
284
+30
| +12% | +$1.2K | 0.01% | 174 |
|
|
2023
Q3 | $8.8K | Hold |
254
| – | – | ﹤0.01% | 130 |
|
|
2023
Q2 | $9.13K | Hold |
254
| – | – | ﹤0.01% | 122 |
|
|
2023
Q1 | $8.4K | Sell |
254
-8,455
| -97% | -$280K | 0.01% | 140 |
|
|
2022
Q4 | $267K | Buy |
+8,709
| New | +$267K | 0.18% | 40 |
|