Tempus Wealth Planning’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 | $390K | Sell |
7,227
-1,508
| -17% | -$81.3K | 0.1% | 184 |
|
|
2025
Q1 | $408K | Buy |
8,735
+196
| +2% | +$9.15K | 0.12% | 169 |
|
|
2024
Q4 | $425K | Buy |
8,539
+1,072
| +14% | +$53.3K | 0.13% | 161 |
|
|
2024
Q3 | $366K | Sell |
7,467
-120
| -2% | -$5.89K | 0.13% | 154 |
|
|
2024
Q2 | $353K | Buy |
7,587
+916
| +14% | +$42.7K | 0.15% | 139 |
|
|
2024
Q1 | $301K | Buy |
6,671
+700
| +12% | +$31.6K | 0.13% | 155 |
|
|
2023
Q4 | $238K | Sell |
5,971
-280
| -4% | -$11.2K | 0.1% | 169 |
|
|
2023
Q3 | $217K | Hold |
6,251
| – | – | 0.11% | 151 |
|
|
2023
Q2 | $225K | Buy |
+6,251
| New | +$225K | 0.1% | 169 |
|
|
2023
Q1 | – | Sell |
-6,827
| Closed | -$209K | – | 193 |
|
|
2022
Q4 | $209K | Buy |
+6,827
| New | +$209K | 0.13% | 168 |
|