Simplicity Wealth’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
Sell
-4,831
Closed -$225K 662
2025
Q1
$225K Buy
+4,831
New +$225K 0.02% 494
2024
Q4
Sell
-4,310
Closed -$212K 505
2024
Q3
$212K Buy
+4,310
New +$212K 0.02% 470