West Paces Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,630
| Closed | -$91.2K | – | 633 |
|
|
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% | +$39.9K | 0.04% | 154 |
|
|
2021
Q1 | $50.7K | Buy |
+1,530
| New | +$50.7K | 0.02% | 188 |
|