Monterey Private Wealth, Inc. Ishares Esg Advanced Msci Usa Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,572 shares of USXF stock, worth $260,466. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,572
Previous 6,835 33.11%
Holding current value
$260,466
Previous $339,000 37.17%
% of portfolio
0.06%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$46.38 - $52.65 $104,957 - $119,146
-2,263 Reduced 33.11%
4,572 $213,000
Q4 2024

Jan 16, 2025
BUY
$48.45 - $52.57 $1,162 - $1,261
24 Added 0.35%
6,835 $339,000
Q3 2024

Oct 03, 2024
BUY
$43.59 - $49.35 $784 - $888
18 Added 0.26%
6,811 $334,000
Q2 2024

Jul 08, 2024
BUY
$41.56 - $47.79 $540 - $621
13 Added 0.19%
6,793 $316,000
Q1 2024

Apr 09, 2024
BUY
$38.81 - $45.23 $263,131 - $306,659
6,780 New
6,780 $306,000

Others Institutions Holding USXF

# of Institutions
284
Shares Held
16.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
Track This Portfolio

Track Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email