Opes Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.58M | Buy |
|
|||||
|
2025
Q2 | $2.42M | Buy |
|
|||||
|
2025
Q1 | $2.03M | Buy |
|
|||||
|
2024
Q4 | $1.99M | Buy |
|
|||||
|
2024
Q3 | $1.94M | Buy |
|
|||||
|
2024
Q2 | $1.76M | Hold |
|
|||||
|
2024
Q1 | $1.71M | Sell |
|
|||||
|
2023
Q4 | $1.57M | Sell |
|
|||||
|
2023
Q3 | $1.44M | Buy |
|
|||||
|
2023
Q2 | $1.43M | Sell |
|
|||||
|
2023
Q1 | $1.46M | Buy |
|
|||||
|
2022
Q4 | $1.14M | Hold |
|
|||||
|
2022
Q3 | $1.04M | Buy |
|
|||||
|
2022
Q2 | $958K | Buy |
|
|||||
|
2022
Q1 | $1.03M | Buy |
|
|||||
|
2021
Q4 | $1.02M | Buy |
|
|||||
|
2021
Q3 | $915K | Buy |
|
|||||
|
2021
Q2 | $534K | Buy |
|
|||||
|
2021
Q1 | $395K | Buy |
|