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

Sugarloaf Wealth Management’s Portfolio USXF Stock Details USXF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$10.4K	Sell
2024 Q3	$235K	Sell
2024 Q2	$226K	Hold
2024 Q1	$219K	Buy
2023 Q4	$182K	Hold
2023 Q3	$158K	Sell
2023 Q2	$173K	Hold
2023 Q1	$159K	Sell
2022 Q4	$148K	Hold
2022 Q3	$136K	Buy