Wealthcare Advisory Partners’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
2022
Q1
Sell
-15,545
Closed -$613K 594
2021
Q4
$613K Buy
15,545
+118
+0.8% +$4.65K 0.04% 279
2021
Q3
$557K Buy
15,427
+107
+0.7% +$3.86K 0.04% 297
2021
Q2
$556K Buy
15,320
+15,094
+6,679% +$548K 0.04% 300
2021
Q1
$7K Buy
+226
New +$7K ﹤0.01% 1570