Steward Partners Investment Advisory’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
Q2 | $2.44M | Sell |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $2.92M | Buy |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $2.13M | Sell |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $912K | Buy |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $658K | Sell |
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|
2022
Q1 | $942K | Buy |
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|
2021
Q4 | $434K | Sell |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $238K | Sell |
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|
2021
Q1 | $239K | Buy |
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|
2020
Q4 | $62K | Buy |
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