AFM
USXF icon

Armstrong Fleming & Moore’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Armstrong Fleming & Moore’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
2025
Q4 		– Sell
-3,782
Closed -$217K – 113
2025
Q3 		$217K Buy
+3,782
New +$211K 0.1% 103

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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

Armstrong Fleming & Moore's USXF Position: Q4 2025 in Review

Armstrong Fleming & Moore sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2025, closing a stake of 3,782 shares — an estimated $217K sold.

Armstrong Fleming & Moore first reported a position in USXF in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 280 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

  • Armstrong Fleming & Moore reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Armstrong Fleming & Moore sold 3,782 iShares ESG Advanced MSCI USA ETF shares in Q4 2025, an estimated $217K.
  • Armstrong Fleming & Moore first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2025 and held it in 1 quarter.
  • Armstrong Fleming & Moore's iShares ESG Advanced MSCI USA ETF position peaked at $217K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2025.

Based on Armstrong Fleming & Moore's 13F filing for Q4 2025, filed 16 Jan 2026.