OneDigital Investment 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	$466K	Sell	8,649 -1,581	-15%	-$85.3K	0.01%	929
2025 Q1	$477K	Sell	10,230 -559	-5%	-$26.1K	0.01%	880
2024 Q4	$536K	Sell	10,789 -40	-0.4%	-$1.99K	0.01%	861
2024 Q3	$532K	Sell	10,829 -28,771	-73%	-$1.41M	0.01%	916
2024 Q2	$1.84M	Buy	+39,600	New	+$1.84M	0.02%	441