Sandbox Financial 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 | $1.03M | Buy |
19,024
+25
| +0.1% | +$1.35K | 0.32% | 47 |
|
|
2025
Q1 | $887K | Sell |
18,999
-1,815
| -9% | -$84.7K | 0.31% | 47 |
|
|
2024
Q4 | $1.03M | Sell |
20,814
-1,653
| -7% | -$82.2K | 0.35% | 44 |
|
|
2024
Q3 | $1.1M | Sell |
22,467
-1,987
| -8% | -$97.5K | 0.39% | 43 |
|
|
2024
Q2 | $1.14M | Buy |
24,454
+349
| +1% | +$16.3K | 0.44% | 38 |
|
|
2024
Q1 | $1.09M | Sell |
24,105
-1,320
| -5% | -$59.6K | 0.46% | 40 |
|
|
2023
Q4 | $1.01M | Buy |
25,425
+13,881
| +120% | +$553K | 0.48% | 33 |
|
|
2023
Q3 | $400K | Buy |
+11,544
| New | +$400K | 0.21% | 61 |
|