Cetera Advisor Networks’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$2.19M	Buy	48,605 +488	+1%	+$20.7K	0.01%	975
2023 Q4	$1.92M	Sell	48,117 -1,788	-4%	-$65.4K	0.01%	983
2023 Q3	$1.73M	Buy	49,905 +422	+0.9%	+$15.3K	0.01%	958
2023 Q2	$1.78M	Buy	49,483 +2,481	+5%	+$83.8K	0.01%	915
2023 Q1	$1.55M	Sell	47,002 -811	-2%	-$26.1K	0.01%	965
2022 Q4	$1.47M	Buy	47,813 +31,649	+196%	+$959K	0.01%	963
2022 Q3	$453K	Buy	16,164 +2,697	+20%	+$84.3K	0.01%	1351
2022 Q2	$402K	Buy	13,467 +2,352	+21%	+$75.8K	0.01%	1423
2022 Q1	$397K	Buy	11,115 +4,235	+62%	+$151K	﹤0.01%	1459
2021 Q4	$271K	Buy	6,880 +177	+3%	+$6.8K	﹤0.01%	1676
2021 Q3	$242K	Buy	+6,703	New	+$250K	﹤0.01%	1679

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Advisor Networks's USXF Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1% in Q1 2024, buying an estimated $20.7K and bringing the position to 48,605 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #975.

Cetera Advisor Networks first reported a position in USXF in Q3 2021 and has held it in 11 quarters since. 206 funds tracked by Wall St. Rank hold USXF as of Q1 2024.

Cetera Advisor Networks held 48,605 shares of iShares ESG Advanced MSCI USA ETF worth $2.19M as of Q1 2024.
Cetera Advisor Networks bought 488 iShares ESG Advanced MSCI USA ETF shares in Q1 2024, an estimated $20.7K.
iShares ESG Advanced MSCI USA ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #975 holding.
Cetera Advisor Networks first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 11 quarters since.
206 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.