Sage Financial Management 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	$425K	Sell	7,884 -46	-0.6%	-$2.48K	0.15%	38
2025 Q1	$370K	Buy	7,930 +3,886	+96%	+$181K	0.13%	41
2024 Q4	$201K	Buy	+4,044	New	+$201K	0.07%	54