Mount Yale Investment Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $591K | Sell |
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|
2024
Q2 | $614K | Sell |
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|
2024
Q1 | $868K | Buy |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $691K | Buy |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $625K | Buy |
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|
2021
Q4 | $410K | Buy |
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