Northwestern Mutual Wealth Management’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 | $981K | Sell |
18,186
-223
| -1% | -$12K | ﹤0.01% | 1173 |
|
|
2025
Q1 | $859K | Buy |
18,409
+1,038
| +6% | +$48.4K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $864K | Sell |
17,371
-12,574
| -42% | -$625K | ﹤0.01% | 1117 |
|
|
2024
Q3 | $1.47M | Buy |
29,945
+12,744
| +74% | +$625K | ﹤0.01% | 937 |
|
|
2024
Q2 | $801K | Buy |
17,201
+928
| +6% | +$43.2K | ﹤0.01% | 1096 |
|
|
2024
Q1 | $735K | Buy |
16,273
+2,918
| +22% | +$132K | ﹤0.01% | 1108 |
|
|
2023
Q4 | $532K | Sell |
13,355
-280
| -2% | -$11.2K | ﹤0.01% | 1181 |
|
|
2023
Q3 | $473K | Sell |
13,635
-2,291
| -14% | -$79.4K | ﹤0.01% | 1178 |
|
|
2023
Q2 | $573K | Sell |
15,926
-2,626
| -14% | -$94.4K | ﹤0.01% | 1110 |
|
|
2023
Q1 | $614K | Buy |
18,552
+46
| +0.2% | +$1.52K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $567K | Buy |
18,506
+379
| +2% | +$11.6K | ﹤0.01% | 1059 |
|
|
2022
Q3 | $508K | Buy |
18,127
+169
| +0.9% | +$4.74K | ﹤0.01% | 1032 |
|
|
2022
Q2 | $536K | Buy |
17,958
+16,215
| +930% | +$484K | ﹤0.01% | 1018 |
|
|
2022
Q1 | $62K | Buy |
1,743
+1,585
| +1,003% | +$56.4K | ﹤0.01% | 1878 |
|
|
2021
Q4 | $6K | Buy |
+158
| New | +$6K | ﹤0.01% | 2755 |
|