CAWM
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Capital A Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Capital A 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
2025
Q2 		– Sell
-873
Closed -$40.7K – 816
2025
Q1 		$40.7K Buy
873
+7
+0.8% +$348 0.04% 165
2024
Q4 		$43.1K Buy
+866
New +$44K 0.07% 164

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $83.3B AUM 31.19% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Capital A Wealth Management's USXF Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2025, closing a stake of 873 shares — an estimated $40.7K sold.

Capital A Wealth Management first reported a position in USXF in Q4 2024 and held it in 2 quarters. The position peaked at $43.1K in Q4 2024. 266 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 873 iShares ESG Advanced MSCI USA ETF shares in Q2 2025, an estimated $40.7K.
  • Capital A Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $43.1K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.