Plancorp LLC’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
2022
Q4
Sell
-61,020
Closed -$1.71M 239
2022
Q3
$1.71M Buy
61,020
+45,541
+294% +$1.28M 0.11% 67
2022
Q2
$462K Buy
+15,479
New +$462K 0.03% 155