Van Hulzen Asset Management’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 | $718K | Sell |
13,309
-1,000
| -7% | -$53.9K | 0.06% | 181 |
|
|
2025
Q1 | $668K | Hold |
14,309
| – | – | 0.06% | 180 |
|
|
2024
Q4 | $711K | Hold |
14,309
| – | – | 0.05% | 197 |
|
|
2024
Q3 | $702K | Sell |
14,309
-1,139
| -7% | -$55.9K | 0.05% | 191 |
|
|
2024
Q2 | $720K | Hold |
15,448
| – | – | 0.05% | 176 |
|
|
2024
Q1 | $697K | Sell |
15,448
-3,095
| -17% | -$140K | 0.05% | 196 |
|
|
2023
Q4 | $738K | Buy |
18,543
+7,500
| +68% | +$298K | 0.05% | 190 |
|
|
2023
Q3 | $383K | Hold |
11,043
| – | – | 0.03% | 229 |
|
|
2023
Q2 | $397K | Hold |
11,043
| – | – | 0.03% | 207 |
|
|
2023
Q1 | $365K | Sell |
11,043
-200
| -2% | -$6.61K | 0.03% | 207 |
|
|
2022
Q4 | $345K | Hold |
11,243
| – | – | 0.04% | 213 |
|
|
2022
Q3 | $315K | Sell |
11,243
-762
| -6% | -$21.3K | 0.04% | 208 |
|
|
2022
Q2 | $359K | Buy |
12,005
+81
| +0.7% | +$2.42K | 0.04% | 199 |
|
|
2022
Q1 | $426K | Sell |
11,924
-5,322
| -31% | -$190K | 0.05% | 189 |
|
|
2021
Q4 | $680K | Buy |
17,246
+155
| +0.9% | +$6.11K | 0.07% | 149 |
|
|
2021
Q3 | $617K | Buy |
17,091
+6,491
| +61% | +$234K | 0.09% | 123 |
|
|
2021
Q2 | $385K | Buy |
10,600
+200
| +2% | +$7.26K | 0.06% | 177 |
|
|
2021
Q1 | $345K | Buy |
10,400
+2,900
| +39% | +$96.2K | 0.06% | 185 |
|
|
2020
Q4 | $235K | Buy |
+7,500
| New | +$235K | 0.04% | 244 |
|