Tortoise Investment Management’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
Q2 | $392K | Sell |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $161K | Buy |
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|
2022
Q3 | $88K | Buy |
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|
2022
Q2 | $62K | Hold |
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|
2022
Q1 | $75K | Buy |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $71K | Buy |
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