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

Aspire Private 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
Q2 		– Sell
-378
Closed -$17.1K – 749
2024
Q1 		$17.1K Sell
378
-18
-5% -$764 ﹤0.01% 339
2023
Q4 		$15.8K Sell
396
-10
-2% -$366 ﹤0.01% 344
2023
Q3 		$14.1K Sell
406
-33
-8% -$1.19K ﹤0.01% 358
2023
Q2 		$15.8K Hold
439
– – 0.01% 324
2023
Q1 		$14.5K Sell
439
-14
-3% -$451 ﹤0.01% 327
2022
Q4 		$13.9K Buy
+453
New +$13.7K 0.01% 322

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Aspire Private Capital's USXF Position: Q2 2024 in Review

Aspire Private Capital sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2024, closing a stake of 378 shares — an estimated $17.1K sold.

Aspire Private Capital first reported a position in USXF in Q4 2022 and held it in 6 quarters. The position peaked at $17.1K in Q1 2024. 213 funds tracked by Wall St. Rank hold USXF as of Q2 2024.

  • Aspire Private Capital reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Aspire Private Capital sold 378 iShares ESG Advanced MSCI USA ETF shares in Q2 2024, an estimated $17.1K.
  • Aspire Private Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and held it in 6 quarters.
  • Aspire Private Capital's iShares ESG Advanced MSCI USA ETF position peaked at $17.1K in Q1 2024.
  • 213 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.