Tempus Wealth Planning’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $391K | Sell |
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|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Buy |
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