Stifel Financial’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 | $356K | Buy |
+6,600
| New | +$356K | ﹤0.01% | 2952 |
|
|
2025
Q1 | – | Sell |
-12,984
| Closed | -$646K | – | 3547 |
|
|
2024
Q4 | $646K | Buy |
12,984
+393
| +3% | +$19.5K | ﹤0.01% | 2531 |
|
|
2024
Q3 | $618K | Sell |
12,591
-892
| -7% | -$43.8K | ﹤0.01% | 2543 |
|
|
2024
Q2 | $628K | Buy |
13,483
+104
| +0.8% | +$4.84K | ﹤0.01% | 2473 |
|
|
2024
Q1 | $604K | Buy |
13,379
+862
| +7% | +$38.9K | ﹤0.01% | 2499 |
|
|
2023
Q4 | $498K | Buy |
12,517
+235
| +2% | +$9.36K | ﹤0.01% | 2557 |
|
|
2023
Q3 | $426K | Sell |
12,282
-918
| -7% | -$31.8K | ﹤0.01% | 2582 |
|
|
2023
Q2 | $475K | Sell |
13,200
-53
| -0.4% | -$1.91K | ﹤0.01% | 2554 |
|
|
2023
Q1 | $438K | Sell |
13,253
-3,036
| -19% | -$100K | ﹤0.01% | 2593 |
|
|
2022
Q4 | $499K | Buy |
16,289
+8,820
| +118% | +$270K | ﹤0.01% | 2473 |
|
|
2022
Q3 | $210K | Sell |
7,469
-514
| -6% | -$14.5K | ﹤0.01% | 2919 |
|
|
2022
Q2 | $239K | Sell |
7,983
-677
| -8% | -$20.3K | ﹤0.01% | 2872 |
|
|
2022
Q1 | $309K | Buy |
8,660
+2,470
| +40% | +$88.1K | ﹤0.01% | 2868 |
|
|
2021
Q4 | $244K | Buy |
+6,190
| New | +$244K | ﹤0.01% | 3039 |
|