Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $959K | Buy |
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|
2024
Q1 | $902K | Sell |
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|
2023
Q4 | $796K | Sell |
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $743K | Buy |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $631K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $782K | Buy |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $277K | Buy |
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