Oregon Pacific 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
$719K Sell
2025
Q2
$753K Sell
2025
Q1
$658K Buy
2024
Q4
$671K Buy