RKL Wealth Management’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 | $1.16M | Buy |
21,527
+53
| +0.2% | +$2.86K | 0.1% | 82 |
|
|
2025
Q1 | $1M | Sell |
21,474
-5,314
| -20% | -$248K | 0.09% | 92 |
|
|
2024
Q4 | $1.33M | Buy |
26,788
+91
| +0.3% | +$4.53K | 0.12% | 83 |
|
|
2024
Q3 | $1.31M | Buy |
26,697
+73
| +0.3% | +$3.58K | 0.12% | 75 |
|
|
2024
Q2 | $1.24M | Buy |
26,624
+51
| +0.2% | +$2.38K | 0.12% | 73 |
|
|
2024
Q1 | $1.2M | Sell |
26,573
-2,091
| -7% | -$94.4K | 0.12% | 74 |
|
|
2023
Q4 | $1.14M | Buy |
28,664
+3,189
| +13% | +$127K | 0.12% | 75 |
|
|
2023
Q3 | $883K | Buy |
25,475
+3,101
| +14% | +$107K | 0.11% | 80 |
|
|
2023
Q2 | $804K | Buy |
22,374
+1,318
| +6% | +$47.4K | 0.1% | 85 |
|
|
2023
Q1 | $696K | Buy |
21,056
+66
| +0.3% | +$2.18K | 0.09% | 87 |
|
|
2022
Q4 | $644K | Buy |
20,990
+1,746
| +9% | +$53.5K | 0.09% | 89 |
|
|
2022
Q3 | $539K | Buy |
19,244
+7,426
| +63% | +$208K | 0.08% | 90 |
|
|
2022
Q2 | $353K | Buy |
11,818
+3,219
| +37% | +$96.2K | 0.05% | 108 |
|
|
2022
Q1 | $307K | Buy |
+8,599
| New | +$307K | 0.04% | 118 |
|