WBH 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
Q2 | $384K | Sell |
7,112
-2,138
| -23% | -$115K | 0.03% | 260 |
|
|
2025
Q1 | $432K | Buy |
9,250
+72
| +0.8% | +$3.36K | 0.04% | 230 |
|
|
2024
Q4 | $456K | Buy |
9,178
+1,446
| +19% | +$71.9K | 0.04% | 220 |
|
|
2024
Q3 | $379K | Buy |
7,732
+229
| +3% | +$11.2K | 0.04% | 241 |
|
|
2024
Q2 | $349K | Buy |
7,503
+152
| +2% | +$7.08K | 0.04% | 247 |
|
|
2024
Q1 | $332K | Buy |
7,351
+299
| +4% | +$13.5K | 0.03% | 253 |
|
|
2023
Q4 | $281K | Buy |
+7,052
| New | +$281K | 0.03% | 267 |
|