Sigma Planning Corp’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
4,592
-6,227
| -58% | -$336K | 0.01% | 1068 |
|
|
2025
Q1 | $505K | Sell |
10,819
-24,843
| -70% | -$1.16M | 0.02% | 735 |
|
|
2024
Q4 | $1.77M | Sell |
35,662
-2,229
| -6% | -$111K | 0.06% | 316 |
|
|
2024
Q3 | $1.86M | Buy |
37,891
+661
| +2% | +$32.4K | 0.06% | 308 |
|
|
2024
Q2 | $1.73M | Buy |
37,230
+6,519
| +21% | +$304K | 0.06% | 329 |
|
|
2024
Q1 | $1.39M | Buy |
+30,711
| New | +$1.39M | 0.04% | 407 |
|