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Spire Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-6,092
Closed -$275K – 2394
2024
Q1 		$275K Sell
6,092
-644
-10% -$27.3K 0.01% 688
2023
Q4 		$276K Buy
6,736
+1,787
+36% +$65.3K 0.01% 677
2023
Q3 		$172K Buy
4,949
+1,920
+63% +$69.4K 0.01% 757
2023
Q2 		$109K Buy
3,029
+2,992
+8,086% +$101K ﹤0.01% 945
2023
Q1 		$1.22K Buy
37
+19
+106% +$612 ﹤0.01% 2366
2022
Q4 		$1K Hold
18
– – ﹤0.01% 2263
2022
Q3 		$1K Hold
18
– – ﹤0.01% 2144
2022
Q2 		$1K Sell
18
-18
-50% -$580 ﹤0.01% 2590
2022
Q1 		$1K Buy
+36
New +$1.28K ﹤0.01% 2486

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