World Investment Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$790K	Buy	14,304 +36	+0.3%	+$2.08K	0.01%	796
2025 Q4	$822K	Buy	14,268 +1,197	+9%	+$68.9K	0.01%	751
2025 Q3	$749K	Sell	13,071 -3,719	-22%	-$207K	0.02%	651
2025 Q2	$906K	Sell	16,790 -6,005	-26%	-$293K	0.02%	546
2025 Q1	$1.06M	Buy	22,795 +1,863	+9%	+$92.5K	0.03%	492
2024 Q4	$1.04M	Buy	20,932 +2,021	+11%	+$103K	0.03%	465
2024 Q3	$928K	Sell	18,911 -65	-0.3%	-$3.07K	0.03%	447
2024 Q2	$884K	Buy	18,976 +408	+2%	+$18.2K	0.06%	291
2024 Q1	$838K	Sell	18,568 -322	-2%	-$13.7K	0.12%	154
2023 Q4	$752K	Buy	18,890 +688	+4%	+$25.2K	0.1%	174
2023 Q3	$633K	Sell	18,202 -521	-3%	-$18.8K	0.13%	122
2023 Q2	$673K	Sell	18,723 -1,098	-6%	-$37.1K	0.13%	115
2023 Q1	$655K	Buy	19,821 +7,010	+55%	+$226K	0.14%	112
2022 Q4	$393K	Buy	12,811 +1,855	+17%	+$56.2K	0.09%	151
2022 Q3	$307K	Buy	10,956 +2,600	+31%	+$81.3K	0.07%	182
2022 Q2	$275K	Buy	8,356 +852	+11%	+$27.5K	0.06%	206
2022 Q1	$268K	Buy	7,504 +62	+0.8%	+$2.21K	0.06%	212
2021 Q4	$269K	Buy	7,442 +40	+0.5%	+$1.54K	0.06%	216
2021 Q3	$267K	Buy	+7,402	New	+$276K	0.06%	204