Theory Financial’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Theory Financial’s Portfolio USXF Stock Details USXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$465K	Sell
2025 Q2	$675K	Sell
2025 Q1	$762K	Buy
2024 Q4	$805K	Buy
2024 Q3	$305K	Buy
2024 Q2	$258K	Sell
2024 Q1	$254K	Buy