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

Claro 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
2025
Q2 		– Sell
-6,740
Closed -$315K – 516
2025
Q1 		$315K Sell
6,740
-41
-0.6% -$2.04K 0.04% 374
2024
Q4 		$337K Buy
6,781
+892
+15% +$45.3K 0.05% 325
2024
Q3 		$289K Buy
5,889
+378
+7% +$17.8K 0.04% 391
2024
Q2 		$257K Buy
5,511
+360
+7% +$16.1K 0.04% 354
2024
Q1 		$233K Buy
+5,151
New +$219K 0.04% 372

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $113B AUM 34.64% 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 $1.81T AUM 41.13% 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 $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Claro Advisors's USXF Position: Q2 2025 in Review

Claro Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2025, closing a stake of 6,740 shares — an estimated $315K sold.

Claro Advisors first reported a position in USXF in Q1 2024 and held it in 5 quarters. The position peaked at $337K in Q4 2024. 266 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • Claro Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 6,740 iShares ESG Advanced MSCI USA ETF shares in Q2 2025, an estimated $315K.
  • Claro Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and held it in 5 quarters.
  • Claro Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $337K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.