WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Sell |
416
-118
| -22% | -$6.36K | ﹤0.01% | 462 |
|
|
2025
Q1 | $24.9K | Sell |
534
-1,170
| -69% | -$54.6K | ﹤0.01% | 445 |
|
|
2024
Q4 | $84.7K | Buy |
1,704
+219
| +15% | +$10.9K | 0.01% | 356 |
|
|
2024
Q3 | $72.9K | Hold |
1,485
| – | – | 0.01% | 372 |
|
|
2024
Q2 | $69.2K | Hold |
1,485
| – | – | 0.01% | 346 |
|
|
2024
Q1 | $67K | Buy |
1,485
+94
| +7% | +$4.24K | 0.01% | 340 |
|
|
2023
Q4 | $55.4K | Sell |
1,391
-112
| -7% | -$4.46K | 0.01% | 357 |
|
|
2023
Q3 | $52.3K | Sell |
1,503
-34
| -2% | -$1.18K | 0.01% | 375 |
|
|
2023
Q2 | $55.3K | Buy |
1,537
+26
| +2% | +$935 | 0.01% | 377 |
|
|
2023
Q1 | $50K | Buy |
+1,511
| New | +$50K | 0.01% | 378 |
|
|
2021
Q3 | – | Sell |
-1,716
| Closed | -$62K | – | 720 |
|
|
2021
Q2 | $62K | Sell |
1,716
-32
| -2% | -$1.16K | 0.01% | 433 |
|
|
2021
Q1 | $58K | Buy |
+1,748
| New | +$58K | 0.01% | 425 |
|