Pine Harbor 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	$813K	Sell	15,067 -94	-0.6%	-$5.07K	0.29%	39
2025 Q1	$708K	Hold	15,161	–	–	0.28%	40
2024 Q4	$754K	Hold	15,161	–	–	0.3%	38
2024 Q3	$744K	Hold	15,161	–	–	0.37%	39
2024 Q2	$706K	Buy	+15,161	New	+$706K	0.42%	37