A detailed history of Mbe Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 9,736 shares of USXF stock, worth $553,102. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,736
Previous 11,847 17.82%
Holding current value
$553,102
Previous $638,000 12.7%
% of portfolio
0.26%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$53.69 - $57.31 $113,339 - $120,981
-2,111 Reduced 17.82%
9,736 $557,000
Q2 2025

Jul 16, 2025

SELL
$41.54 - $53.93 $1,786 - $2,318
-43 Reduced 0.36%
11,847 $638,000
Q1 2025

Apr 22, 2025

BUY
$46.38 - $52.65 $327,350 - $371,603
7,058 Added 146.07%
11,890 $554,000
Q4 2024

Jan 22, 2025

BUY
$48.45 - $52.57 $234,110 - $254,018
4,832 New
4,832 $240,000

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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