SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,712
| Closed | -$466K | – | 914 |
|
|
2023
Q4 | $466K | Sell |
11,712
-2,440
| -17% | -$97.2K | 0.01% | 490 |
|
|
2023
Q3 | $491K | Sell |
14,152
-41
| -0.3% | -$1.42K | 0.01% | 466 |
|
|
2023
Q2 | $510K | Sell |
14,193
-89
| -0.6% | -$3.2K | 0.01% | 480 |
|
|
2023
Q1 | $472K | Buy |
+14,282
| New | +$472K | 0.01% | 546 |
|