U.S. Capital Wealth Advisors’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 | $314K | Sell |
5,816
-1,927
| -25% | -$104K | 0.01% | 701 |
|
|
2025
Q1 | $361K | Buy |
7,743
+181
| +2% | +$8.45K | 0.01% | 652 |
|
|
2024
Q4 | $376K | Buy |
7,562
+606
| +9% | +$30.1K | 0.01% | 625 |
|
|
2024
Q3 | $341K | Buy |
6,956
+548
| +9% | +$26.9K | 0.01% | 559 |
|
|
2024
Q2 | $298K | Buy |
6,408
+1,520
| +31% | +$70.8K | 0.01% | 571 |
|
|
2024
Q1 | $221K | Sell |
4,888
-248
| -5% | -$11.2K | 0.01% | 627 |
|
|
2023
Q4 | $205K | Buy |
+5,136
| New | +$205K | 0.01% | 631 |
|