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Carroll Financial Associates’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$205K Hold
5,191
– – 0.01% 388
2021
Q3 		$187K Buy
5,191
+1,426
+38% +$53.1K 0.01% 408
2021
Q2 		$136K Buy
+3,765
New +$132K 0.01% 506

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5L
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Carroll Financial Associates's USXF Position: Q4 2021 in Review

Carroll Financial Associates held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q4 2021 at 5,191 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #388.

Carroll Financial Associates first reported a position in USXF in Q2 2021 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold USXF as of Q4 2021.

  • Carroll Financial Associates held 5,191 shares of iShares ESG Advanced MSCI USA ETF worth $205K as of Q4 2021.
  • Carroll Financial Associates left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q4 2021.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #388 holding.
  • Carroll Financial Associates first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.