Balanced Rock Investment Advisors LLC USXF Holdings History
Balanced Rock Investment Advisors LLC's iShares ESG Advanced MSCI USA ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 187,421.00 shares of iShares ESG Advanced MSCI USA ETF(USXF), totaling $8.75 Mil. This investment constitutes 6.97% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0.74% of the outstanding iShares ESG Advanced MSCI USA ETF(USXF) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 3 purchases of USXF, at an average price of $41.18, for a total of 204,448.00 shares. In addition, there have been 2 sales at an average price of $50.63 for 17,027.00 shares. Based on historical transaction data and USXF's current price of $53.21, Balanced Rock Investment Advisors LLC's estimated gain on his USXF holdings is $2.42 Mil, reflecting a 28.70% gain to date.
Balanced Rock Investment Advisors LLC USXF ($53.21) Holding Chart
Balanced Rock Investment Advisors LLC USXF ($53.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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