Walkner Condon Financial 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
Q2 | $3.64M | Buy |
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|
2025
Q1 | $3.14M | Sell |
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|
2024
Q4 | $3.55M | Sell |
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|
2024
Q3 | $3.72M | Sell |
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|
2024
Q2 | $4.84M | Sell |
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|
2024
Q1 | $4.71M | Sell |
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|
2023
Q4 | $4.22M | Buy |
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|
2023
Q3 | $3.28M | Sell |
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|
2023
Q2 | $3.45M | Buy |
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|
2023
Q1 | $2.93M | Buy |
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|
2022
Q4 | $2.69M | Buy |
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|
2022
Q3 | $2.15M | Sell |
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|
2022
Q2 | $2.47M | Buy |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.73M | Buy |
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|
2021
Q1 | $302K | Buy |
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