SWP
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Sagespring Wealth Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sagespring Wealth Partners’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.04M Sell
19,237
-3,758
-16% -$203K 0.02% 279
2025
Q1 		$1.07M Buy
22,995
+2,782
+14% +$130K 0.03% 236
2024
Q4 		$1M Buy
+20,213
New +$1M 0.03% 218