Stewardship Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$879K Buy
16,290
+364
+2% +$19.6K 0.22% 56
2025
Q1
$743K Buy
15,926
+2,929
+23% +$137K 0.2% 57
2024
Q4
$646K Buy
12,997
+1,943
+18% +$96.6K 0.18% 74
2024
Q3
$543K Buy
+11,054
New +$543K 0.15% 74