CWM
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Congress Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Congress Wealth Management’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 		$1.15M Buy
21,275
+7,129
+50% +$348K 0.01% 674
2025
Q1 		$660K Buy
14,146
+1,221
+9% +$60.6K 0.01% 735
2024
Q4 		$643K Sell
12,925
-3,619
-22% -$184K 0.01% 588
2024
Q3 		$812K Sell
16,544
-599
-3% -$28.3K 0.01% 551
2024
Q2 		$799K Sell
17,143
-1,159
-6% -$51.8K 0.01% 463
2024
Q1 		$826K Buy
18,302
+1,832
+11% +$77.8K 0.01% 392
2023
Q4 		$656K Buy
16,470
+790
+5% +$28.9K 0.01% 432
2023
Q3 		$543K Buy
15,680
+3,860
+33% +$140K 0.01% 450
2023
Q2 		$425K Buy
11,820
+392
+3% +$13.2K 0.01% 437
2023
Q1 		$378K Buy
11,428
+1,582
+16% +$51K 0.01% 452
2022
Q4 		$302K Buy
9,846
+221
+2% +$6.69K 0.01% 477
2022
Q3 		$269K Buy
9,625
+300
+3% +$9.38K 0.01% 484
2022
Q2 		$279K Buy
+9,325
New +$301K 0.01% 488

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return