SoFi 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
$1.83M Buy
34,009
+13,330
+64% +$719K 0.11% 26
2025
Q1
$965K Buy
20,679
+17,889
+641% +$835K 0.07% 23
2024
Q4
$139K Buy
+2,790
New +$139K 0.01% 28