Benjamin F. Edwards & Company’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Benjamin F. Edwards & Company’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	$50K	Buy	+1,074	New	+$48K	﹤0.01%	1334

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Benjamin F. Edwards & Company's USXF Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2024: 1,074 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings.

213 funds tracked by Wall St. Rank hold USXF as of Q2 2024.

Benjamin F. Edwards & Company held 1,074 shares of iShares ESG Advanced MSCI USA ETF worth $50K as of Q2 2024.
iShares ESG Advanced MSCI USA ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1334 holding.
213 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.