Savvy Advisors Inc’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	$386K	Sell	7,157 -141	-2%	-$7.6K	0.03%	424
2025 Q1	$341K	Buy	7,298 +683	+10%	+$31.9K	0.03%	362
2024 Q4	$329K	Sell	6,615 -315	-5%	-$15.7K	0.04%	323
2024 Q3	$340K	Buy	6,930 +171	+3%	+$8.39K	0.07%	237
2024 Q2	$315K	Buy	+6,759	New	+$315K	0.1%	201