MLA
My Legacy Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
5,028
-3,177
| -39% | -$174K | 0.1% | 179 |
|
|
2025
Q1 | $383K | Buy |
8,205
+283
| +4% | +$13.2K | 0.15% | 153 |
|
|
2024
Q4 | $400K | Buy |
7,922
+341
| +4% | +$17.2K | 0.16% | 146 |
|
|
2024
Q3 | $372K | Buy |
7,581
+3
| +0% | +$147 | 0.15% | 157 |
|
|
2024
Q2 | $353K | Buy |
7,578
+1,838
| +32% | +$85.6K | 0.11% | 178 |
|
|
2024
Q1 | $259K | Buy |
+5,740
| New | +$259K | 0.09% | 200 |
|