WealthTrak Capital Management’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
$36.8K Sell
683
-165
-19% -$8.9K 0.03% 116
2025
Q1
$39.6K Buy
848
+54
+7% +$2.52K 0.03% 111
2024
Q4
$39.5K Buy
+794
New +$39.5K 0.03% 107