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

American Portfolios 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
2022 Q3	$245K	Sell	8,751 -1,006	-10%	-$31.4K	0.01%	943
2022 Q2	$291K	Buy	9,757 +5,725	+142%	+$185K	0.01%	891
2022 Q1	$144K	Buy	4,032 +515	+15%	+$18.4K	﹤0.01%	1332
2021 Q4	$139K	Buy	3,517 +2,710	+336%	+$104K	﹤0.01%	1349
2021 Q3	$29.1K	Buy	807 +115	+17%	+$4.28K	﹤0.01%	2084
2021 Q2	$25.1K	Buy	692 +588	+565%	+$20.6K	﹤0.01%	2108
2021 Q1	$3.45K	Buy	+104	New	+$3.36K	﹤0.01%	2831

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

American Portfolios Advisors's USXF Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 10% in Q3 2022, selling an estimated $31.4K and leaving 8,751 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #943.

American Portfolios Advisors first reported a position in USXF in Q1 2021 and has held it in 7 quarters since. The position peaked at $291K in Q2 2022. 130 funds tracked by Wall St. Rank hold USXF as of Q3 2022.

American Portfolios Advisors held 8,751 shares of iShares ESG Advanced MSCI USA ETF worth $245K as of Q3 2022.
American Portfolios Advisors sold 1,006 iShares ESG Advanced MSCI USA ETF shares in Q3 2022, an estimated $31.4K.
iShares ESG Advanced MSCI USA ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #943 holding.
American Portfolios Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $291K in Q2 2022.
130 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.