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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$670K	Sell
2024 Q2	$676K	Sell
2024 Q1	$657K	Buy
2023 Q4	–	Sell
2023 Q3	$509K	Sell
2023 Q2	$536K	Buy
2021 Q2	–	Sell
2021 Q1	$27K	Buy