NBT Bank’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
Q2 | – | Sell |
-662
| Closed | -$30.9K | – | 826 |
|
2025
Q1 | $30.9K | Hold |
662
| – | – | ﹤0.01% | 544 |
|
2024
Q4 | $32.9K | Hold |
662
| – | – | ﹤0.01% | 539 |
|
2024
Q3 | $32.5K | Buy |
662
+500
| +309% | +$24.5K | ﹤0.01% | 563 |
|
2024
Q2 | $10.9K | Hold |
162
| – | – | ﹤0.01% | 472 |
|
2024
Q1 | $11K | Sell |
162
-295
| -65% | -$20.1K | ﹤0.01% | 473 |
|
2023
Q4 | $18.2K | Buy |
+457
| New | +$18.2K | ﹤0.01% | 440 |
|