NewEdge Advisors’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 | $1.66M | Sell |
30,702
-4,817
| -14% | -$260K | 0.01% | 1027 |
|
|
2025
Q1 | $1.66M | Buy |
35,519
+27,147
| +324% | +$1.27M | 0.01% | 939 |
|
|
2024
Q4 | $416K | Buy |
8,372
+2,768
| +49% | +$138K | ﹤0.01% | 1669 |
|
|
2024
Q3 | $275K | Sell |
5,604
-1,142
| -17% | -$56.1K | ﹤0.01% | 1860 |
|
|
2024
Q2 | $314K | Buy |
6,746
+1,876
| +39% | +$87.4K | ﹤0.01% | 1693 |
|
|
2024
Q1 | $220K | Buy |
+4,870
| New | +$220K | ﹤0.01% | 1797 |
|