CFG
USXF icon

Copley Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Copley Financial Group’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
Q4 		– Sell
-340
Closed -$16.7K – 211
2024
Q3 		$16.7K Buy
+340
New +$16K 0.02% 122

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Copley Financial Group's USXF Position: Q4 2024 in Review

Copley Financial Group sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2024, closing a stake of 340 shares — an estimated $16.7K sold.

Copley Financial Group first reported a position in USXF in Q3 2024 and held it in 1 quarter. The position peaked at $16.7K in Q3 2024. 249 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

  • Copley Financial Group reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 340 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $16.7K.
  • Copley Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's iShares ESG Advanced MSCI USA ETF position peaked at $16.7K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.