Van Hulzen Asset 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
Q3 | $737K | Sell |
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|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $668K | Hold |
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|
2024
Q4 | $711K | Hold |
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|
2024
Q3 | $702K | Sell |
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|
2024
Q2 | $720K | Hold |
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|
2024
Q1 | $697K | Sell |
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|
2023
Q4 | $738K | Buy |
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|
2023
Q3 | $383K | Hold |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $617K | Buy |
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|
2021
Q2 | $385K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $235K | Buy |
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