WBH 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
Q3
$293K Sell
2025
Q2
$384K Sell
2025
Q1
$432K Buy
2024
Q4
$456K Buy
2024
Q3
$379K Buy
2024
Q2
$349K Buy
2024
Q1
$332K Buy
2023
Q4
$281K Buy