PL
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Plancorp LLC’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Plancorp LLC’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
2022
Q4 		– Sell
-61,020
Closed -$1.71M – 239
2022
Q3 		$1.71M Buy
61,020
+45,541
+294% +$1.42M 0.11% 67
2022
Q2 		$462K Buy
+15,479
New +$499K 0.03% 155

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