National Wealth Management Group’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
Q1 | $863K | Buy |
18,502
+428
| +2% | +$20K | 0.57% | 40 |
|
|
2024
Q4 | $899K | Buy |
18,074
+658
| +4% | +$32.7K | 0.6% | 39 |
|
|
2024
Q3 | $855K | Buy |
17,416
+1,523
| +10% | +$74.7K | 0.58% | 41 |
|
|
2024
Q2 | $740K | Buy |
15,893
+2,737
| +21% | +$127K | 0.56% | 43 |
|
|
2024
Q1 | $594K | Buy |
13,156
+1,114
| +9% | +$50.3K | 0.46% | 51 |
|
|
2023
Q4 | $480K | Buy |
12,042
+2,638
| +28% | +$105K | 0.46% | 59 |
|
|
2023
Q3 | $326K | Buy |
9,404
+3,407
| +57% | +$118K | 0.35% | 93 |
|
|
2023
Q2 | $218K | Buy |
+5,997
| New | +$218K | 0.23% | 118 |
|