SHJ
Sharkey, Howes & Javer’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
48,801
-19,435
| -28% | -$1.05M | 0.35% | 53 |
|
|
2025
Q1 | $3.18M | Buy |
68,236
+844
| +1% | +$39.4K | 0.46% | 47 |
|
|
2024
Q4 | $3.35M | Buy |
67,392
+7,899
| +13% | +$393K | 0.47% | 40 |
|
|
2024
Q3 | $2.92M | Buy |
59,493
+47
| +0.1% | +$2.31K | 0.42% | 46 |
|
|
2024
Q2 | $2.77M | Buy |
59,446
+1,196
| +2% | +$55.7K | 0.45% | 41 |
|
|
2024
Q1 | $2.63M | Sell |
58,250
-5,399
| -8% | -$244K | 0.43% | 43 |
|
|
2023
Q4 | $2.53M | Sell |
63,649
-67,498
| -51% | -$2.69M | 0.45% | 35 |
|
|
2023
Q3 | $4.55M | Buy |
131,147
+2,589
| +2% | +$89.7K | 0.87% | 27 |
|
|
2023
Q2 | $4.62M | Sell |
128,558
-2,690
| -2% | -$96.7K | 0.87% | 24 |
|
|
2023
Q1 | $4.34M | Buy |
131,248
+176
| +0.1% | +$5.82K | 0.93% | 24 |
|
|
2022
Q4 | $4.02M | Buy |
131,072
+13,484
| +11% | +$413K | 0.92% | 26 |
|
|
2022
Q3 | $3.3M | Sell |
117,588
-6,617
| -5% | -$185K | 0.72% | 29 |
|
|
2022
Q2 | $3.71M | Sell |
124,205
-92,565
| -43% | -$2.76M | 0.9% | 21 |
|
|
2022
Q1 | $7.74M | Buy |
216,770
+17,017
| +9% | +$607K | 1.77% | 13 |
|
|
2021
Q4 | $7.88M | Buy |
199,753
+156,332
| +360% | +$6.17M | 1.78% | 17 |
|
|
2021
Q3 | $1.57M | Buy |
43,421
+22,675
| +109% | +$819K | 0.41% | 35 |
|
|
2021
Q2 | $753K | Buy |
20,746
+777
| +4% | +$28.2K | 0.2% | 47 |
|
|
2021
Q1 | $662K | Buy |
19,969
+10,924
| +121% | +$362K | 0.21% | 47 |
|
|
2020
Q4 | $283K | Buy |
+9,045
| New | +$283K | 0.09% | 62 |
|