Physician Wealth 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 | $499K | Sell |
9,251
-201
| -2% | -$10.8K | 0.08% | 99 |
|
|
2025
Q1 | $441K | Sell |
9,452
-401
| -4% | -$18.7K | 0.08% | 102 |
|
|
2024
Q4 | $490K | Sell |
9,853
-3,017
| -23% | -$150K | 0.08% | 99 |
|
|
2024
Q3 | $646K | Buy |
12,870
+1,854
| +17% | +$93.1K | 0.12% | 79 |
|
|
2024
Q2 | $535K | Sell |
11,016
-210
| -2% | -$10.2K | 0.1% | 88 |
|
|
2024
Q1 | $481K | Sell |
11,226
-493
| -4% | -$21.1K | 0.1% | 92 |
|
|
2023
Q4 | $482K | Sell |
11,719
-262
| -2% | -$10.8K | 0.11% | 89 |
|
|
2023
Q3 | $420K | Sell |
11,981
-342
| -3% | -$12K | 0.11% | 86 |
|
|
2023
Q2 | $444K | Sell |
12,323
-124
| -1% | -$4.46K | 0.11% | 84 |
|
|
2023
Q1 | $413K | Buy |
12,447
+132
| +1% | +$4.38K | 0.11% | 87 |
|
|
2022
Q4 | $397K | Sell |
12,315
-219
| -2% | -$7.06K | 0.11% | 90 |
|
|
2022
Q3 | $372K | Sell |
12,534
-142
| -1% | -$4.21K | 0.11% | 92 |
|
|
2022
Q2 | $413K | Sell |
12,676
-193
| -1% | -$6.29K | 0.12% | 92 |
|
|
2022
Q1 | $435K | Sell |
12,869
-47
| -0.4% | -$1.59K | 0.12% | 91 |
|
|
2021
Q4 | $489K | Buy |
+12,916
| New | +$489K | 0.13% | 88 |
|