AF
USXF icon

Advisornet Financial’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Advisornet Financial’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,978
Closed -$97.1K – 2265
2024
Q3 		$97.1K Hold
1,978
– – 0.01% 713
2024
Q2 		$92.1K Buy
1,978
+66
+3% +$2.95K 0.01% 667
2024
Q1 		$86.3K Sell
1,912
-70
-4% -$2.97K 0.01% 668
2023
Q4 		$78.9K Sell
1,982
-37
-2% -$1.35K 0.01% 698
2023
Q3 		$70K Buy
2,019
+21
+1% +$759 0.01% 702
2023
Q2 		$71.8K Buy
1,998
+58
+3% +$1.96K 0.01% 722
2023
Q1 		$64.2K Sell
1,940
-6,156
-76% -$198K 0.01% 728
2022
Q4 		$248K Sell
8,096
-270
-3% -$8.18K 0.02% 432
2022
Q3 		$234K Buy
8,366
+6,503
+349% +$203K 0.02% 475
2022
Q2 		$56K Sell
1,863
-828
-31% -$26.7K 0.01% 837
2022
Q1 		$96K Buy
2,691
+1,939
+258% +$69.2K 0.01% 769
2021
Q4 		$30K Sell
752
-650
-46% -$25K ﹤0.01% 1177
2021
Q3 		$51K Buy
1,402
+856
+157% +$31.9K ﹤0.01% 1003
2021
Q2 		$20K Buy
546
+174
+47% +$6.09K ﹤0.01% 1231
2021
Q1 		$12K Buy
372
+209
+128% +$6.76K ﹤0.01% 1327
2020
Q4 		$5K Buy
+163
New +$4.83K ﹤0.01% 1457

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Advisornet Financial's USXF Position: Q4 2024 in Review

Advisornet Financial sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2024, closing a stake of 1,978 shares — an estimated $97.1K sold.

Advisornet Financial first reported a position in USXF in Q4 2020 and held it in 16 quarters. The position peaked at $248K in Q4 2022. 249 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

  • Advisornet Financial reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 1,978 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $97.1K.
  • Advisornet Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and held it in 16 quarters.
  • Advisornet Financial's iShares ESG Advanced MSCI USA ETF position peaked at $248K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.