RWA Wealth Partners’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 | $5.88M | Sell |
108,942
-7,504
| -6% | -$405K | 0.07% | 141 |
|
|
2025
Q1 | $5.43M | Sell |
116,446
-12,101
| -9% | -$565K | 0.07% | 142 |
|
|
2024
Q4 | $6.39M | Sell |
128,547
-2,698
| -2% | -$134K | 0.08% | 134 |
|
|
2024
Q3 | $6.44M | Sell |
131,245
-452,338
| -78% | -$22.2M | 0.08% | 135 |
|
|
2024
Q2 | $27.2M | Buy |
583,583
+28,901
| +5% | +$1.35M | 0.36% | 48 |
|
|
2024
Q1 | $25M | Sell |
554,682
-5,875
| -1% | -$265K | 0.34% | 47 |
|
|
2023
Q4 | $22.3M | Sell |
560,557
-88,584
| -14% | -$3.53M | 0.32% | 46 |
|
|
2023
Q3 | $22.5M | Sell |
649,141
-1,597
| -0.2% | -$55.4K | 0.49% | 19 |
|
|
2023
Q2 | $23.4M | Buy |
650,738
+29,306
| +5% | +$1.05M | 0.51% | 18 |
|
|
2023
Q1 | $20.6M | Buy |
621,432
+5,259
| +0.9% | +$174K | 0.49% | 19 |
|
|
2022
Q4 | $19.6M | Buy |
616,173
+60,476
| +11% | +$1.92M | 0.49% | 19 |
|
|
2022
Q3 | $15.6M | Buy |
+555,697
| New | +$15.6M | 1.1% | 16 |
|