Sharkey, Howes & Javer’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 | $2.18M | Sell |
|
|||||
|
2025
Q2 | $2.63M | Sell |
|
|||||
|
2025
Q1 | $3.18M | Buy |
|
|||||
|
2024
Q4 | $3.35M | Buy |
|
|||||
|
2024
Q3 | $2.92M | Buy |
|
|||||
|
2024
Q2 | $2.77M | Buy |
|
|||||
|
2024
Q1 | $2.63M | Sell |
|
|||||
|
2023
Q4 | $2.53M | Sell |
|
|||||
|
2023
Q3 | $4.55M | Buy |
|
|||||
|
2023
Q2 | $4.62M | Sell |
|
|||||
|
2023
Q1 | $4.34M | Buy |
|
|||||
|
2022
Q4 | $4.02M | Buy |
|
|||||
|
2022
Q3 | $3.29M | Sell |
|
|||||
|
2022
Q2 | $3.71M | Sell |
|
|||||
|
2022
Q1 | $7.74M | Buy |
|
|||||
|
2021
Q4 | $7.88M | Buy |
|
|||||
|
2021
Q3 | $1.57M | Buy |
|
|||||
|
2021
Q2 | $753K | Buy |
|
|||||
|
2021
Q1 | $662K | Buy |
|
|||||
|
2020
Q4 | $283K | Buy |
|