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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$862K Sell
2025
Q2
$1.04M Sell
2025
Q1
$1.07M Buy
2024
Q4
$1M Buy