A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 13,957 shares of USXF stock, worth $783,127. This represents 0.71% of its overall portfolio holdings.

Number of Shares
13,957
Previous 14,094 0.97%
Holding current value
$783,127
Previous $658 Million 14.43%
% of portfolio
0.71%
Previous 0.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025

SELL
$41.54 - $53.93 $5,690 - $7,388
-137 Reduced 0.97%
13,957 $753 Million
Q1 2025

Apr 28, 2025

BUY
$46.38 - $52.65 $28,152 - $31,958
607 Added 4.5%
14,094 $658 Million
Q4 2024

Jan 24, 2025

BUY
$48.45 - $52.57 $653,445 - $709,011
13,487 New
13,487 $671 Million

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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