WealthGarden F.S.’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	$635K	Sell	11,466 -3,465	-23%	-$192K	0.53%	59
2025 Q1	$697K	Buy	14,931 +748	+5%	+$34.9K	0.67%	54
2024 Q4	$705K	Buy	14,183 +2,693	+23%	+$134K	0.66%	53
2024 Q3	$564K	Buy	11,490 +253	+2%	+$12.4K	0.55%	61
2024 Q2	$523K	Buy	+11,237	New	+$523K	0.55%	63