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Danda Trouve Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Danda Trouve Investment 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
2022
Q3 		$5K Hold
193
– – 0.01% 95
2022
Q2 		$6K Hold
193
– – 0.01% 77
2022
Q1 		$7K Buy
193
+14
+8% +$500 0.01% 88
2021
Q4 		$7K Buy
179
+36
+25% +$1.38K 0.01% 110
2021
Q3 		$5K Buy
143
+52
+57% +$1.94K 0.01% 139
2021
Q2 		$3K Hold
91
– – ﹤0.01% 157
2021
Q1 		$3K Buy
+91
New +$2.94K ﹤0.01% 117

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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Danda Trouve Investment Management's USXF Position: Q3 2022 in Review

Danda Trouve Investment Management held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q3 2022 at 193 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #95.

Danda Trouve Investment Management first reported a position in USXF in Q1 2021 and has held it in 7 quarters since. The position peaked at $7K in Q1 2022. 130 funds tracked by Wall St. Rank hold USXF as of Q3 2022.

  • Danda Trouve Investment Management held 193 shares of iShares ESG Advanced MSCI USA ETF worth $5K as of Q3 2022.
  • Danda Trouve Investment Management left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q3 2022.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Danda Trouve Investment Management's portfolio in Q3 2022, its #95 holding.
  • Danda Trouve Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 7 quarters since.
  • Danda Trouve Investment Management's iShares ESG Advanced MSCI USA ETF position peaked at $7K in Q1 2022.
  • 130 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.