Raymond James & Associates’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $880K | Sell |
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|
2023
Q3 | $793K | Buy |
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|
2023
Q2 | $813K | Hold |
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|
2023
Q1 | $747K | Sell |
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|
2022
Q4 | $922K | Buy |
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|
2022
Q3 | $620K | Buy |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $768K | Buy |
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|
2021
Q4 | $744K | Buy |
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