Wade Financial Advisory’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
Q1 | $680K | Buy |
14,562
+2,237
| +18% | +$104K | 0.23% | 46 |
|
|
2024
Q4 | $613K | Sell |
12,325
-2,353
| -16% | -$117K | 0.21% | 48 |
|
|
2024
Q3 | $720K | Buy |
14,678
+1,796
| +14% | +$88.1K | 0.24% | 47 |
|
|
2024
Q2 | $600K | Buy |
12,882
+1,368
| +12% | +$63.7K | 0.22% | 49 |
|
|
2024
Q1 | $520K | Buy |
11,514
+3,449
| +43% | +$156K | 0.19% | 50 |
|
|
2023
Q4 | $321K | Buy |
8,065
+174
| +2% | +$6.93K | 0.12% | 64 |
|
|
2023
Q3 | $274K | Buy |
7,891
+1,150
| +17% | +$39.9K | 0.12% | 64 |
|
|
2023
Q2 | $242K | Sell |
6,741
-829
| -11% | -$29.8K | 0.1% | 69 |
|
|
2023
Q1 | $250K | Buy |
+7,570
| New | +$250K | 0.11% | 68 |
|
|
2022
Q4 | – | Sell |
-13,580
| Closed | -$381K | – | 78 |
|
|
2022
Q3 | $381K | Buy |
13,580
+1,740
| +15% | +$48.8K | 0.19% | 59 |
|
|
2022
Q2 | $354K | Buy |
+11,840
| New | +$354K | 0.17% | 62 |
|