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

Cetera 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
2024 Q1	$2.09M	Buy	46,216 +21,929	+90%	+$931K	0.02%	799
2023 Q4	$967K	Buy	24,287 +565	+2%	+$20.7K	0.01%	791
2023 Q3	$822K	Buy	23,722 +178	+0.8%	+$6.44K	0.01%	812
2023 Q2	$846K	Buy	23,544 +2,300	+11%	+$77.7K	0.01%	787
2023 Q1	$703K	Sell	21,244 -2	-0%	-$64	0.01%	843
2022 Q4	$651K	Buy	+21,246	New	+$644K	0.01%	844

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 Advisors's USXF Position: Q1 2024 in Review

Cetera Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 90% in Q1 2024, buying an estimated $931K and bringing the position to 46,216 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #799.

Cetera Advisors first reported a position in USXF in Q4 2022 and has held it in 6 quarters since. 206 funds tracked by Wall St. Rank hold USXF as of Q1 2024.

Cetera Advisors held 46,216 shares of iShares ESG Advanced MSCI USA ETF worth $2.09M as of Q1 2024.
Cetera Advisors bought 21,929 iShares ESG Advanced MSCI USA ETF shares in Q1 2024, an estimated $931K.
iShares ESG Advanced MSCI USA ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #799 holding.
Cetera Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 6 quarters since.
206 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2024.

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