AR
USXF icon

Apeiron RIA’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Apeiron RIA’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
Q2 		– Sell
-8,341
Closed -$295K – 201
2022
Q1 		$295K Buy
+8,341
New +$298K 0.14% 114

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

Apeiron RIA's USXF Position: Q2 2022 in Review

Apeiron RIA sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2022, closing a stake of 8,341 shares — an estimated $295K sold.

Apeiron RIA first reported a position in USXF in Q1 2022 and held it in 1 quarter. The position peaked at $295K in Q1 2022. 128 funds tracked by Wall St. Rank hold USXF as of Q2 2022.

  • Apeiron RIA reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Apeiron RIA sold 8,341 iShares ESG Advanced MSCI USA ETF shares in Q2 2022, an estimated $295K.
  • Apeiron RIA first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2022 and held it in 1 quarter.
  • Apeiron RIA's iShares ESG Advanced MSCI USA ETF position peaked at $295K in Q1 2022.
  • 128 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2022.

Based on Apeiron RIA's 13F filing for Q2 2022, filed 26 Jul 2022.