Stratos Wealth Partners’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 | $1.98M | Sell |
36,786
-1,279
| -3% | -$69K | 0.03% | 496 |
|
|
2025
Q1 | $1.78M | Sell |
38,065
-3,420
| -8% | -$160K | 0.03% | 480 |
|
|
2024
Q4 | $2.06M | Buy |
41,485
+8,876
| +27% | +$441K | 0.03% | 463 |
|
|
2024
Q3 | $1.6M | Sell |
32,609
-304
| -0.9% | -$14.9K | 0.02% | 523 |
|
|
2024
Q2 | $1.53M | Buy |
32,913
+30
| +0.1% | +$1.4K | 0.02% | 514 |
|
|
2024
Q1 | $1.48M | Sell |
32,883
-238
| -0.7% | -$10.7K | 0.02% | 525 |
|
|
2023
Q4 | $1.32M | Sell |
33,121
-1,496
| -4% | -$59.6K | 0.02% | 520 |
|
|
2023
Q3 | $1.2M | Buy |
34,617
+9,175
| +36% | +$318K | 0.03% | 504 |
|
|
2023
Q2 | $915K | Buy |
25,442
+1,856
| +8% | +$66.7K | 0.02% | 560 |
|
|
2023
Q1 | $780K | Buy |
+23,586
| New | +$780K | 0.02% | 554 |
|