Sovereign Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sovereign Financial Group’s Portfolio USXF Stock Details USXF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Sell
2025 Q2	$287K	Sell
2025 Q1	$345K	Buy
2024 Q4	$331K	Buy