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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Hold |
|
|||||
|
2025
Q2 | $1.4M | Hold |
|
|||||
|
2025
Q1 | $1.21M | Hold |
|
|||||
|
2024
Q4 | $1.29M | Hold |
|
|||||
|
2024
Q3 | $1.28M | Hold |
|
|||||
|
2024
Q2 | $1.21M | Hold |
|
|||||
|
2024
Q1 | $1.18M | Buy |
|
|||||
|
2023
Q4 | $925K | Buy |
|
|||||
|
2023
Q3 | $727K | Hold |
|
|||||
|
2023
Q2 | $754K | Buy |
|
|||||
|
2023
Q1 | $521K | Sell |
|
|||||
|
2022
Q4 | $486K | Sell |
|
|||||
|
2022
Q3 | $705K | Hold |
|
|||||
|
2022
Q2 | $752K | Buy |
|