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

Baystate 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
2023
Q1 		– Sell
-1,796
Closed -$55K – 1083
2022
Q4 		$55K Buy
+1,796
New +$54.4K 0.01% 316

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Baystate Wealth Management's USXF Position: Q1 2023 in Review

Baystate Wealth Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2023, closing a stake of 1,796 shares — an estimated $55K sold.

Baystate Wealth Management first reported a position in USXF in Q4 2022 and held it in 1 quarter. The position peaked at $55K in Q4 2022. 157 funds tracked by Wall St. Rank hold USXF as of Q1 2023.

  • Baystate Wealth Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 1,796 iShares ESG Advanced MSCI USA ETF shares in Q1 2023, an estimated $55K.
  • Baystate Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and held it in 1 quarter.
  • Baystate Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $55K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.