ORG Partners’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
Q1 | – | Sell |
-1,025
| Closed | -$51K | – | 1605 |
|
|
2024
Q4 | $51K | Buy |
1,025
+105
| +11% | +$5.22K | 0.01% | 545 |
|
|
2024
Q3 | $45.2K | Hold |
920
| – | – | 0.01% | 531 |
|
|
2024
Q2 | $42.7K | Buy |
+920
| New | +$42.7K | 0.01% | 842 |
|
|
2024
Q1 | – | Sell |
-1,152
| Closed | -$45.9K | – | 1085 |
|
|
2023
Q4 | $45.9K | Buy |
1,152
+172
| +18% | +$6.85K | 0.01% | 537 |
|
|
2023
Q3 | $34K | Sell |
980
-273
| -22% | -$9.46K | 0.01% | 587 |
|
|
2023
Q2 | $45.1K | Buy |
+1,253
| New | +$45.1K | 0.01% | 687 |
|