Wade Financial Advisory’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
Q1 | $680K | Buy |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $720K | Buy |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $520K | Buy |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $354K | Buy |
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