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Sound View Wealth Advisors Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sound View Wealth Advisors Group’s Portfolio USXF Stock Details USXF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$443K Hold
8,214
– – 0.03% 287
2025
Q1 		$383K Sell
8,214
-1,775
-18% -$82.8K 0.03% 294
2024
Q4 		$497K Buy
9,989
+79
+0.8% +$3.93K 0.04% 262
2024
Q3 		$486K Buy
+9,910
New +$486K 0.04% 257