RCS
Retirement Capital Strategies’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,074
| Closed | -$749K | – | 90 |
|
|
2024
Q4 | $749K | Buy |
+15,074
| New | +$749K | 0.28% | 50 |
|
|
2024
Q3 | – | Sell |
-16,888
| Closed | -$787K | – | 81 |
|
|
2024
Q2 | $787K | Sell |
16,888
-95,078
| -85% | -$4.43M | 0.32% | 44 |
|
|
2024
Q1 | $5.06M | Buy |
111,966
+101,544
| +974% | +$4.58M | 2.07% | 13 |
|
|
2023
Q4 | $415K | Buy |
+10,422
| New | +$415K | 0.18% | 54 |
|
|
2022
Q1 | – | Sell |
-17,860
| Closed | -$704K | – | 82 |
|
|
2021
Q4 | $704K | Buy |
17,860
+232
| +1% | +$9.15K | 0.26% | 45 |
|
|
2021
Q3 | $637K | Sell |
17,628
-4,910
| -22% | -$177K | 0.24% | 42 |
|
|
2021
Q2 | $818K | Buy |
+22,538
| New | +$818K | 0.31% | 46 |
|