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