CAM
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Crestone Asset Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Crestone Asset 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
2024
Q2 		– Sell
-60,109
Closed -$2.71M – 81
2024
Q1 		$2.71M Buy
60,109
+2,347
+4% +$99.7K 0.55% 27
2023
Q4 		$2.3M Sell
57,762
-8,515
-13% -$311K 0.52% 29
2023
Q3 		$2.3M Buy
66,277
+5,322
+9% +$192K 0.55% 30
2023
Q2 		$2.19M Sell
60,955
-6,382
-9% -$216K 0.48% 31
2023
Q1 		$2.23M Buy
67,337
+9,259
+16% +$298K 0.47% 32
2022
Q4 		$1.78M Sell
58,078
-2,950
-5% -$89.4K 0.37% 37
2022
Q3 		$1.71M Buy
61,028
+48,987
+407% +$1.53M 0.43% 34
2022
Q2 		$360K Sell
12,041
-1,202
-9% -$38.7K 0.08% 59
2022
Q1 		$473K Buy
+13,243
New +$473K 0.1% 54

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SWM
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SEI Investments
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PAS
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return