AA
USXF icon

Alesco Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Alesco Advisors’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
2026
Q1 		$446K Buy
8,087
+1,702
+27% +$98.5K 0.01% 176
2025
Q4 		$368K Hold
6,385
– – 0.01% 156
2025
Q3 		$366K Hold
6,385
– – 0.01% 157
2025
Q2 		$344K Hold
6,385
– – 0.01% 154
2025
Q1 		$298K Sell
6,385
-435
-6% -$21.6K 0.01% 154
2024
Q4 		$339K Hold
6,820
– – 0.01% 150
2024
Q3 		$335K Hold
6,820
– – 0.01% 145
2024
Q2 		$318K Hold
6,820
– – 0.01% 149
2024
Q1 		$308K Sell
6,820
-530
-7% -$22.5K 0.01% 150
2023
Q4 		$293K Hold
7,350
– – 0.01% 148
2023
Q3 		$255K Hold
7,350
– – 0.01% 159
2023
Q2 		$264K Buy
+7,350
New +$248K 0.01% 149

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return