Wealth Enhancement Advisory Services’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 | $1.59M | Buy |
29,190
+15,788
| +118% | +$862K | ﹤0.01% | 1479 |
|
|
2025
Q1 | $625K | Sell |
13,402
-8,253
| -38% | -$385K | ﹤0.01% | 1876 |
|
|
2024
Q4 | $1.08M | Buy |
21,655
+10,337
| +91% | +$514K | ﹤0.01% | 1487 |
|
|
2024
Q3 | $555K | Sell |
11,318
-2,393
| -17% | -$117K | ﹤0.01% | 1748 |
|
|
2024
Q2 | $639K | Buy |
13,711
+1,350
| +11% | +$62.9K | ﹤0.01% | 1490 |
|
|
2024
Q1 | $558K | Buy |
12,361
+120
| +1% | +$5.42K | ﹤0.01% | 1517 |
|
|
2023
Q4 | $487K | Sell |
12,241
-119
| -1% | -$4.74K | ﹤0.01% | 1521 |
|
|
2023
Q3 | $428K | Buy |
+12,360
| New | +$428K | ﹤0.01% | 1515 |
|
|
2023
Q2 | – | Sell |
-6,105
| Closed | -$202K | – | 569 |
|
|
2023
Q1 | $202K | Buy |
+6,105
| New | +$202K | ﹤0.01% | 506 |
|