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Black Diamond Financial’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Black Diamond Financial’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
2025
Q3 		– Sell
-4,049
Closed -$218K – 169
2025
Q2 		$218K Buy
+4,049
New +$198K 0.03% 135

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FDCDDQ
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Mackenzie Financial
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PAS
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Black Diamond Financial's USXF Position: Q3 2025 in Review

Black Diamond Financial sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2025, closing a stake of 4,049 shares — an estimated $218K sold.

Black Diamond Financial first reported a position in USXF in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 260 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

  • Black Diamond Financial reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Black Diamond Financial sold 4,049 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $218K.
  • Black Diamond Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2025 and held it in 1 quarter.
  • Black Diamond Financial's iShares ESG Advanced MSCI USA ETF position peaked at $218K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on Black Diamond Financial's 13F filing for Q3 2025, filed 5 Nov 2025.