Regatta Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09M | Buy |
112,976
+8,769
| +8% | +$473K | 1.05% | 20 |
|
|
2025
Q1 | $4.86M | Buy |
104,207
+13,341
| +15% | +$623K | 0.94% | 21 |
|
|
2024
Q4 | $4.52M | Buy |
90,866
+5,306
| +6% | +$264K | 0.88% | 23 |
|
|
2024
Q3 | $4.2M | Buy |
85,560
+11,338
| +15% | +$556K | 0.82% | 22 |
|
|
2024
Q2 | $3.46M | Buy |
74,222
+10,905
| +17% | +$508K | 0.74% | 26 |
|
|
2024
Q1 | $2.86M | Buy |
+63,317
| New | +$2.86M | 0.64% | 32 |
|