Venturi Wealth 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 | $620K | Sell |
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|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $519K | Buy |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $462K | Buy |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $368K | Hold |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $314K | Buy |
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