SWM
SigFig Wealth Management’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 | $36.1M | Buy |
673,120
+4,249
| +0.6% | +$228K | 1.19% | 17 |
|
|
2025
Q1 | $31.1M | Buy |
668,871
+19,723
| +3% | +$917K | 1.12% | 18 |
|
|
2024
Q4 | $32.4M | Buy |
649,148
+25,661
| +4% | +$1.28M | 1.17% | 17 |
|
|
2024
Q3 | $30.6M | Buy |
623,487
+18,953
| +3% | +$929K | 1.11% | 17 |
|
|
2024
Q2 | $28.2M | Buy |
604,534
+46,773
| +8% | +$2.18M | 1.06% | 19 |
|
|
2024
Q1 | $25.2M | Buy |
557,761
+50,361
| +10% | +$2.27M | 0.92% | 20 |
|
|
2023
Q4 | $20.2M | Buy |
507,400
+67,714
| +15% | +$2.7M | 0.77% | 21 |
|
|
2023
Q3 | $15.2M | Buy |
439,686
+52,129
| +13% | +$1.81M | 0.61% | 28 |
|
|
2023
Q2 | $13.8M | Buy |
387,557
+63,636
| +20% | +$2.26M | 0.53% | 27 |
|
|
2023
Q1 | $10.7M | Buy |
323,921
+75,710
| +31% | +$2.5M | 0.59% | 24 |
|
|
2022
Q4 | $8.12M | Buy |
248,211
+64,793
| +35% | +$2.12M | 0.4% | 28 |
|
|
2022
Q3 | $5.8M | Buy |
183,418
+98,533
| +116% | +$3.12M | 0.3% | 38 |
|
|
2022
Q2 | $3.11M | Buy |
84,885
+37,286
| +78% | +$1.37M | 0.16% | 50 |
|
|
2022
Q1 | $1.71M | Buy |
47,599
+9,966
| +26% | +$357K | 0.08% | 61 |
|
|
2021
Q4 | $1.47M | Buy |
37,633
+10,619
| +39% | +$415K | 0.07% | 61 |
|
|
2021
Q3 | $976K | Buy |
27,014
+14,107
| +109% | +$510K | 0.05% | 70 |
|
|
2021
Q2 | $469K | Buy |
+12,907
| New | +$469K | 0.02% | 74 |
|