Next Financial 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
2021 Q4	$325K	Buy	8,243 +5,201	+171%	+$205K	0.02%	703
2021 Q3	$110K	Hold	3,042	–	–	0.01%	1070
2021 Q2	$110K	Buy	3,042 +272	+10%	+$9.84K	0.01%	1081
2021 Q1	$92K	Buy	2,770 +300	+12%	+$9.96K	0.01%	1065
2020 Q4	$77K	Buy	+2,470	New	+$77K	0.01%	1055