Values Added Financial’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 | $794K | Buy |
14,729
+3,953
| +37% | +$213K | 0.39% | 50 |
|
|
2025
Q1 | $503K | Buy |
10,776
+4,936
| +85% | +$230K | 0.28% | 67 |
|
|
2024
Q4 | $290K | Buy |
+5,840
| New | +$290K | 0.17% | 93 |
|
|
2023
Q4 | – | Sell |
-7,024
| Closed | -$243K | – | 89 |
|
|
2023
Q3 | $243K | Hold |
7,024
| – | – | 0.22% | 73 |
|
|
2023
Q2 | $253K | Buy |
+7,024
| New | +$253K | 0.24% | 69 |
|