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B. Riley Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

B. Riley Wealth 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
2024
Q4 		– Sell
-9,465
Closed -$463K – 1289
2024
Q3 		$463K Sell
9,465
-3,382
-26% -$160K 0.01% 770
2024
Q2 		$598K Sell
12,847
-5,574
-30% -$249K 0.02% 733
2024
Q1 		$641K Buy
18,421
+7,423
+67% +$315K 0.02% 677
2023
Q4 		$438K Sell
10,998
-7,423
-40% -$271K 0.01% 881
2023
Q3 		$641K Buy
18,421
+7,440
+68% +$269K 0.02% 677
2023
Q2 		$395K Sell
10,981
-233
-2% -$7.87K 0.01% 979
2023
Q1 		$371K Sell
11,214
-2,566
-19% -$82.7K 0.01% 951
2022
Q4 		$422K Sell
13,780
-261
-2% -$7.91K 0.01% 858
2022
Q3 		$394K Sell
14,041
-2,121
-13% -$66.3K 0.01% 871
2022
Q2 		$483K Sell
16,162
-2,489
-13% -$80.2K 0.02% 674
2022
Q1 		$666K Buy
18,651
+8,579
+85% +$306K 0.02% 608
2021
Q4 		$398K Buy
10,072
+3,166
+46% +$122K 0.01% 937
2021
Q3 		$250K Buy
+6,906
New +$257K 0.01% 1141

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

B. Riley Wealth Advisors's USXF Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2024, closing a stake of 9,465 shares — an estimated $463K sold.

B. Riley Wealth Advisors first reported a position in USXF in Q3 2021 and held it in 13 quarters. The position peaked at $666K in Q1 2022. 249 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,465 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $463K.
  • B. Riley Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and held it in 13 quarters.
  • B. Riley Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $666K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.