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Carr Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Carr Financial Group’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
-7,066
Closed -$217K – 180
2022
Q4 		$217K Buy
+7,066
New +$214K 0.11% 151

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MML Investors Services
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Cetera Investment Advisers
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Carr Financial Group's USXF Position: Q1 2023 in Review

Carr Financial Group sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2023, closing a stake of 7,066 shares — an estimated $217K sold.

Carr Financial Group first reported a position in USXF in Q4 2022 and held it in 1 quarter. The position peaked at $217K in Q4 2022. 157 funds tracked by Wall St. Rank hold USXF as of Q1 2023.

  • Carr Financial Group reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Carr Financial Group sold 7,066 iShares ESG Advanced MSCI USA ETF shares in Q1 2023, an estimated $217K.
  • Carr Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and held it in 1 quarter.
  • Carr Financial Group's iShares ESG Advanced MSCI USA ETF position peaked at $217K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2023.

Based on Carr Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.