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Baker Tilly Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Baker Tilly Wealth Management’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
-5,612
Closed -$253K – 411
2024
Q1 		$253K Sell
5,612
-654
-10% -$27.8K 0.05% 376
2023
Q4 		$250K Buy
6,266
+17
+0.3% +$622 0.04% 415
2023
Q3 		$217K Buy
6,249
+82
+1% +$2.96K 0.04% 428
2023
Q2 		$222K Buy
+6,167
New +$208K 0.02% 507

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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

Baker Tilly Wealth Management's USXF Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2024, closing a stake of 5,612 shares — an estimated $253K sold.

Baker Tilly Wealth Management first reported a position in USXF in Q2 2023 and held it in 4 quarters. The position peaked at $253K in Q1 2024. 213 funds tracked by Wall St. Rank hold USXF as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,612 iShares ESG Advanced MSCI USA ETF shares in Q2 2024, an estimated $253K.
  • Baker Tilly Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2023 and held it in 4 quarters.
  • Baker Tilly Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $253K in Q1 2024.
  • 213 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.