WPA
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West Paces Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

West Paces Advisors’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
2023
Q4 		– Sell
-2,630
Closed -$91.2K – 626
2023
Q3 		$91.2K Hold
2,630
– – 0.03% 174
2023
Q2 		$94.5K Hold
2,630
– – 0.03% 176
2023
Q1 		$87K Hold
2,630
– – 0.03% 188
2022
Q4 		$80.6K Hold
2,630
– – 0.03% 189
2022
Q3 		$73.7K Hold
2,630
– – 0.03% 186
2022
Q2 		$78.6K Hold
2,630
– – 0.03% 185
2022
Q1 		$93.9K Hold
2,630
– – 0.03% 181
2021
Q4 		$104K Hold
2,630
– – 0.03% 171
2021
Q3 		$95K Hold
2,630
– – 0.03% 163
2021
Q2 		$95.5K Buy
2,630
+1,100
+72% +$38.5K 0.04% 154
2021
Q1 		$50.7K Buy
+1,530
New +$49.5K 0.02% 188

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