National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Buy |
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|
2025
Q4 | $985K | Buy |
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|
2025
Q3 | $969K | Buy |
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|
2025
Q2 | $901K | Sell |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $899K | Buy |
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|
2024
Q3 | $855K | Buy |
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|
2024
Q2 | $740K | Buy |
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|
2024
Q1 | $594K | Buy |
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|
2023
Q4 | $480K | Buy |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $218K | Buy |
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