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Wealthcare Advisory Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Wealthcare Advisory Partners’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,545
Closed -$613K – 594
2021
Q4 		$613K Buy
15,545
+118
+0.8% +$4.53K 0.04% 279
2021
Q3 		$557K Buy
15,427
+107
+0.7% +$3.98K 0.04% 297
2021
Q2 		$556K Buy
15,320
+15,094
+6,679% +$528K 0.04% 300
2021
Q1 		$7K Buy
+226
New +$7.31K ﹤0.01% 1570

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