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
2026 Q2	$2.48M	Sell	35,645 -3,040	-8%	-$197K	0.3%	48
2026 Q1	$2.14M	Sell	38,685 -239	-0.6%	-$13.8K	0.29%	54
2025 Q4	$2.24M	Buy	38,924 +843	+2%	+$48.5K	0.28%	54
2025 Q3	$2.18M	Sell	38,081 -10,720	-22%	-$598K	0.28%	57
2025 Q2	$2.63M	Sell	48,801 -19,435	-28%	-$950K	0.35%	53
2025 Q1	$3.18M	Buy	68,236 +844	+1%	+$41.9K	0.46%	47
2024 Q4	$3.35M	Buy	67,392 +7,899	+13%	+$401K	0.47%	40
2024 Q3	$2.92M	Buy	59,493 +47	+0.1%	+$2.22K	0.42%	46
2024 Q2	$2.77M	Buy	59,446 +1,196	+2%	+$53.4K	0.45%	41
2024 Q1	$2.63M	Sell	58,250 -5,399	-8%	-$229K	0.43%	43
2023 Q4	$2.53M	Sell	63,649 -67,498	-51%	-$2.47M	0.45%	35
2023 Q3	$4.55M	Buy	131,147 +2,589	+2%	+$93.6K	0.87%	27
2023 Q2	$4.62M	Sell	128,558 -2,690	-2%	-$90.9K	0.87%	24
2023 Q1	$4.34M	Buy	131,248 +176	+0.1%	+$5.67K	0.93%	24
2022 Q4	$4.02M	Buy	131,072 +13,484	+11%	+$408K	0.92%	26
2022 Q3	$3.29M	Sell	117,588 -6,617	-5%	-$207K	0.72%	29
2022 Q2	$3.71M	Sell	124,205 -92,565	-43%	-$2.98M	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%	+$6.01M	1.78%	17
2021 Q3	$1.57M	Buy	43,421 +22,675	+109%	+$844K	0.41%	35
2021 Q2	$753K	Buy	20,746 +777	+4%	+$27.2K	0.2%	47
2021 Q1	$662K	Buy	19,969 +10,924	+121%	+$353K	0.21%	47
2020 Q4	$283K	Buy	+9,045	New	+$268K	0.09%	62

Other funds holding USXF