Pine Harbor Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Pine Harbor Wealth Management’s Portfolio USXF Stock Details USXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$860K	Sell
2025 Q2	$813K	Sell
2025 Q1	$708K	Hold
2024 Q4	$754K	Hold
2024 Q3	$744K	Hold
2024 Q2	$706K	Buy