Sovereign Financial Group’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	$287K	Sell	5,329 -2,068	-28%	-$112K	0.06%	257
2025 Q1	$345K	Buy	7,397 +740	+11%	+$34.5K	0.08%	211
2024 Q4	$331K	Buy	+6,657	New	+$331K	0.08%	220