Oregon Pacific 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	$753K	Sell	13,957 -137	-1%	-$7.39K	0.71%	38
2025 Q1	$658K	Buy	14,094 +607	+5%	+$28.3K	0.66%	46
2024 Q4	$671K	Buy	+13,487	New	+$671K	0.66%	43