VERITY Wealth Advisors’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
2026 Q1	$1.45M	Buy	26,236 +205	+0.8%	+$11.9K	0.97%	16
2025 Q4	$1.5M	Hold	26,031	–	–	0.93%	15
2025 Q3	$1.49M	Hold	26,031	–	–	0.94%	14
2025 Q2	$1.4M	Hold	26,031	–	–	0.94%	15
2025 Q1	$1.21M	Hold	26,031	–	–	0.9%	15
2024 Q4	$1.29M	Hold	26,031	–	–	0.93%	16
2024 Q3	$1.28M	Hold	26,031	–	–	0.9%	18
2024 Q2	$1.21M	Hold	26,031	–	–	0.91%	17
2024 Q1	$1.18M	Buy	26,031 +2,791	+12%	+$119K	0.9%	18
2023 Q4	$925K	Buy	23,240 +2,257	+11%	+$82.5K	0.8%	25
2023 Q3	$727K	Hold	20,983	–	–	0.68%	29
2023 Q2	$754K	Buy	20,983 +5,232	+33%	+$177K	0.68%	29
2023 Q1	$521K	Sell	15,751 -91	-0.6%	-$2.93K	0.48%	41
2022 Q4	$486K	Sell	15,842 -9,333	-37%	-$283K	0.48%	43
2022 Q3	$705K	Hold	25,175	–	–	0.72%	27
2022 Q2	$752K	Buy	+25,175	New	+$812K	0.73%	27