RFG Advisory’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 | $1.15M | Sell |
21,263
-8,396
| -28% | -$453K | 0.03% | 413 |
|
|
2025
Q1 | $1.38M | Buy |
29,659
+5,172
| +21% | +$241K | 0.04% | 338 |
|
|
2024
Q4 | $1.22M | Buy |
24,487
+10,960
| +81% | +$545K | 0.03% | 337 |
|
|
2024
Q3 | $664K | Buy |
+13,527
| New | +$664K | 0.02% | 449 |
|
|
2022
Q2 | – | Sell |
-14,626
| Closed | -$522K | – | 593 |
|
|
2022
Q1 | $522K | Buy |
+14,626
| New | +$522K | 0.03% | 312 |
|