WCFA
Walkner Condon Financial Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
67,502
+139
| +0.2% | +$7.5K | 0.67% | 35 |
|
|
2025
Q1 | $3.14M | Sell |
67,363
-4,053
| -6% | -$189K | 0.64% | 34 |
|
|
2024
Q4 | $3.55M | Sell |
71,416
-4,301
| -6% | -$214K | 0.72% | 36 |
|
|
2024
Q3 | $3.72M | Sell |
75,717
-28,122
| -27% | -$1.38M | 0.76% | 33 |
|
|
2024
Q2 | $4.84M | Sell |
103,839
-461
| -0.4% | -$21.5K | 1.04% | 28 |
|
|
2024
Q1 | $4.71M | Sell |
104,300
-1,596
| -2% | -$72.1K | 1% | 27 |
|
|
2023
Q4 | $4.22M | Buy |
105,896
+11,355
| +12% | +$452K | 0.96% | 30 |
|
|
2023
Q3 | $3.28M | Sell |
94,541
-1,558
| -2% | -$54K | 0.87% | 30 |
|
|
2023
Q2 | $3.45M | Buy |
96,099
+7,386
| +8% | +$265K | 0.91% | 28 |
|
|
2023
Q1 | $2.93M | Buy |
88,713
+1,057
| +1% | +$34.9K | 0.82% | 30 |
|
|
2022
Q4 | $2.69M | Buy |
87,656
+10,747
| +14% | +$330K | 0.8% | 31 |
|
|
2022
Q3 | $2.16M | Sell |
76,909
-5,812
| -7% | -$163K | 0.69% | 33 |
|
|
2022
Q2 | $2.47M | Buy |
82,721
+10,826
| +15% | +$323K | 0.77% | 31 |
|
|
2022
Q1 | $2.57M | Buy |
71,895
+59,006
| +458% | +$2.11M | 0.73% | 33 |
|
|
2021
Q4 | $508K | Buy |
+12,889
| New | +$508K | 0.33% | 73 |
|
|
2021
Q3 | – | Sell |
-47,451
| Closed | -$1.73M | – | 179 |
|
|
2021
Q2 | $1.73M | Buy |
47,451
+38,360
| +422% | +$1.4M | 0.63% | 38 |
|
|
2021
Q1 | $302K | Buy |
+9,091
| New | +$302K | 0.12% | 137 |
|