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Bristlecone Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Bristlecone 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
2025
Q3 		– Sell
-6
Closed -$327 – 304
2025
Q2 		$327 Hold
6
– – ﹤0.01% 293
2025
Q1 		$282 Buy
6
+3
+100% +$149 ﹤0.01% 377
2024
Q4 		$151 Hold
3
– – ﹤0.01% 361
2024
Q3 		$148 Buy
+3
New +$142 ﹤0.01% 364

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Bristlecone Advisors's USXF Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2025, closing a stake of 6 shares — an estimated $327 sold.

Bristlecone Advisors first reported a position in USXF in Q3 2024 and held it in 4 quarters. The position peaked at $327 in Q2 2025. 259 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

  • Bristlecone Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 6 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $327.
  • Bristlecone Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and held it in 4 quarters.
  • Bristlecone Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $327 in Q2 2025.
  • 259 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.