SFS
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Sowell Financial Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sowell Financial Services’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,657
Closed -$670K – 606
2024
Q3 		$670K Sell
13,657
-852
-6% -$40.2K 0.03% 406
2024
Q2 		$676K Sell
14,509
-34
-0.2% -$1.52K 0.03% 392
2024
Q1 		$657K Buy
+14,543
New +$618K 0.03% 414
2023
Q4 		– Sell
-14,632
Closed -$509K – 581
2023
Q3 		$509K Sell
14,632
-274
-2% -$9.91K 0.03% 396
2023
Q2 		$536K Buy
+14,906
New +$504K 0.03% 445
2021
Q2 		– Sell
-775
Closed -$27K – 2622
2021
Q1 		$27K Buy
+775
New +$25.1K ﹤0.01% 1926

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