CS
USXF icon

Comerica Securities’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Comerica Securities’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
Q3 		$301K Sell
8,649
-606
-7% -$21.9K 0.03% 359
2023
Q2 		$333K Buy
9,255
+75
+0.8% +$2.53K 0.02% 362
2023
Q1 		$304K Buy
9,180
+1,337
+17% +$43.1K 0.02% 379
2022
Q4 		$240K Buy
+7,843
New +$238K 0.02% 436

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Comerica Securities's USXF Position: Q3 2023 in Review

Comerica Securities reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 6.5% in Q3 2023, selling an estimated $21.9K and leaving 8,649 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #359.

Comerica Securities first reported a position in USXF in Q4 2022 and has held it in 4 quarters since. The position peaked at $333K in Q2 2023. 169 funds tracked by Wall St. Rank hold USXF as of Q3 2023.

  • Comerica Securities held 8,649 shares of iShares ESG Advanced MSCI USA ETF worth $301K as of Q3 2023.
  • Comerica Securities sold 606 iShares ESG Advanced MSCI USA ETF shares in Q3 2023, an estimated $21.9K.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Comerica Securities's portfolio in Q3 2023, its #359 holding.
  • Comerica Securities first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 4 quarters since.
  • Comerica Securities's iShares ESG Advanced MSCI USA ETF position peaked at $333K in Q2 2023.
  • 169 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.