VERITY Wealth Advisors’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 | $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% | +$126K | 0.9% | 18 |
|
|
2023
Q4 | $925K | Buy |
23,240
+2,257
| +11% | +$89.9K | 0.8% | 25 |
|
|
2023
Q3 | $727K | Hold |
20,983
| – | – | 0.68% | 29 |
|
|
2023
Q2 | $754K | Buy |
20,983
+5,232
| +33% | +$188K | 0.68% | 29 |
|
|
2023
Q1 | $521K | Sell |
15,751
-91
| -0.6% | -$3.01K | 0.48% | 41 |
|
|
2022
Q4 | $486K | Sell |
15,842
-9,333
| -37% | -$286K | 0.48% | 43 |
|
|
2022
Q3 | $705K | Hold |
25,175
| – | – | 0.72% | 27 |
|
|
2022
Q2 | $752K | Buy |
+25,175
| New | +$752K | 0.73% | 27 |
|