Valtinson Bruner Financial 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
$239K Sell
2025
Q2
$264K Sell
2025
Q1
$264K Buy
2024
Q4
$255K Buy