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Arjuna Capital’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Arjuna Capital’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
Q1 		– Sell
-301
Closed -$12K – 114
2023
Q4 		$12K Buy
+301
New +$11K ﹤0.01% 95

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SWM
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RWP
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LPL Financial
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Arjuna Capital's USXF Position: Q1 2024 in Review

Arjuna Capital sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2024, closing a stake of 301 shares — an estimated $12K sold.

Arjuna Capital first reported a position in USXF in Q4 2023 and held it in 1 quarter. The position peaked at $12K in Q4 2023. 206 funds tracked by Wall St. Rank hold USXF as of Q1 2024.

  • Arjuna Capital reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Arjuna Capital sold 301 iShares ESG Advanced MSCI USA ETF shares in Q1 2024, an estimated $12K.
  • Arjuna Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and held it in 1 quarter.
  • Arjuna Capital's iShares ESG Advanced MSCI USA ETF position peaked at $12K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2024.

Based on Arjuna Capital's 13F filing for Q1 2024, filed 13 May 2024.