Shotwell Rutter Baer’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Shotwell Rutter Baer’s Portfolio USXF Stock Details USXF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.2M	Buy
2025 Q2	$1.05M	Sell
2025 Q1	$810K	Buy
2024 Q4	$897K	Sell
2024 Q3	$983K	Buy
2024 Q2	$896K	Buy
2024 Q1	–	Sell
2023 Q4	$829K	Buy