National Wealth Management Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

National Wealth Management Group’s Portfolio USXF Stock Details USXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$969K	Buy
2025 Q2	$901K	Sell
2025 Q1	$863K	Buy
2024 Q4	$899K	Buy
2024 Q3	$855K	Buy
2024 Q2	$740K	Buy
2024 Q1	$594K	Buy
2023 Q4	$480K	Buy
2023 Q3	$326K	Buy
2023 Q2	$218K	Buy