Rkl Wealth Management LLC Ishares Esg Advanced Msci Usa Transaction History

Rkl Wealth Management LLC

$1.13 Billion
Q2 2025

A detailed history of Rkl Wealth Management LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Rkl Wealth Management LLC holds 21,527 shares of USXF stock, worth $1.2 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

21,527

Previous 21,474 0.25%

Holding current value

$1.2 Million

Previous $1 Million 15.77%

% of portfolio

0.1%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$41.54 - $53.93 $2,201 - $2,858	53 Added 0.25%	21,527 $1.16 Million
Q1 2025 Apr 25, 2025	SELL	$46.38 - $52.65 $246,463 - $279,782	-5,314 Reduced 19.84%	21,474 $1 Million
Q4 2024 Feb 06, 2025	BUY	$48.45 - $52.57 $4,408 - $4,783	91 Added 0.34%	26,788 $1.33 Million
Q3 2024 Nov 01, 2024	BUY	$43.59 - $49.35 $3,182 - $3,602	73 Added 0.27%	26,697 $1.31 Million
Q2 2024 Jul 17, 2024	BUY	$41.56 - $47.79 $2,119 - $2,437	51 Added 0.19%	26,624 $1.24 Million
Q1 2024 May 08, 2024	SELL	$38.81 - $45.23 $81,151 - $94,575	-2,091 Reduced 7.29%	26,573 $1.2 Million
Q4 2023 Jan 24, 2024	BUY	$33.24 - $39.9 $106,002 - $127,241	3,189 Added 12.52%	28,664 $1.14 Million
Q3 2023 Nov 03, 2023	BUY	$34.33 - $37.33 $106,457 - $115,760	3,101 Added 13.86%	25,475 $882,000
Q2 2023 Aug 07, 2023	BUY	$32.33 - $35.95 $42,610 - $47,382	1,318 Added 6.26%	22,374 $804,000
Q1 2023 May 01, 2023	BUY	$30.39 - $33.7 $2,005 - $2,224	66 Added 0.31%	21,056 $696,000
Q4 2022 Feb 06, 2023	BUY	$27.72 - $32.46 $48,399 - $56,675	1,746 Added 9.07%	20,990 $643,000
Q3 2022 Nov 10, 2022	BUY	$28.02 - $34.07 $208,076 - $253,003	7,426 Added 62.84%	19,244 $539,000
Q2 2022 Aug 01, 2022	BUY	$28.63 - $36.15 $92,159 - $116,366	3,219 Added 37.43%	11,818 $353,000
Q1 2022 May 10, 2022	BUY	$32.88 - $39.25 $282,735 - $337,510	8,599 New	8,599 $307,000

Others Institutions Holding USXF

# of Institutions

272

Shares Held

18.9M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Rkl Wealth Management LLC Ishares Esg Advanced Msci Usa Transaction History