West Wealth Group’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 | $584K | Sell |
10,513
-330
| -3% | -$18.3K | 0.15% | 50 |
|
|
2025
Q1 | $507K | Sell |
10,843
-2,037
| -16% | -$95.3K | 0.15% | 48 |
|
|
2024
Q4 | $640K | Buy |
12,880
+1,911
| +17% | +$95K | 0.19% | 39 |
|
|
2024
Q3 | $538K | Sell |
10,969
-285
| -3% | -$14K | 0.17% | 45 |
|
|
2024
Q2 | $524K | Sell |
11,254
-376
| -3% | -$17.5K | 0.19% | 46 |
|
|
2024
Q1 | $525K | Sell |
11,630
-172
| -1% | -$7.77K | 0.19% | 45 |
|
|
2023
Q4 | $470K | Buy |
11,802
+279
| +2% | +$11.1K | 0.19% | 46 |
|
|
2023
Q3 | $399K | Buy |
11,523
+452
| +4% | +$15.7K | 0.17% | 48 |
|
|
2023
Q2 | $398K | Buy |
11,071
+39
| +0.4% | +$1.4K | 0.17% | 44 |
|
|
2023
Q1 | $365K | Sell |
11,032
-761
| -6% | -$25.2K | 0.17% | 41 |
|
|
2022
Q4 | $362K | Buy |
11,793
+1,190
| +11% | +$36.5K | 0.18% | 42 |
|
|
2022
Q3 | $297K | Sell |
10,603
-449
| -4% | -$12.6K | 0.15% | 48 |
|
|
2022
Q2 | $330K | Sell |
11,052
-2,072
| -16% | -$61.9K | 0.15% | 44 |
|
|
2022
Q1 | $468K | Buy |
13,124
+7,824
| +148% | +$279K | 0.19% | 33 |
|
|
2021
Q4 | $209K | Buy |
+5,300
| New | +$209K | 0.08% | 59 |
|