One Wealth Management Investment & Advisory Services’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
2024 Q3	–	Sell	-15,544	Closed	-$724K	–	127
2024 Q2	$724K	Sell	15,544 -818	-5%	-$38.1K	0.29%	54
2024 Q1	$739K	Buy	16,362 +171	+1%	+$7.72K	0.3%	53
2023 Q4	$645K	Buy	+16,191	New	+$645K	0.29%	57