Spectrum Planning & Advisory Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $413K | Sell |
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|
2025
Q2 | $391K | Sell |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $354K | Buy |
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|
2023
Q4 | $289K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $303K | Buy |
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