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DOHJ LLC’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

DOHJ LLC’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
Q3 		– Sell
-21,231
Closed -$952K – 131
2025
Q2 		$952K Sell
21,231
-15,938
-43% -$779K 0.28% 78
2025
Q1 		$1.73M Sell
37,169
-2,703
-7% -$134K 0.4% 62
2024
Q4 		$1.98M Buy
39,872
+2,195
+6% +$112K 0.46% 53
2024
Q3 		$1.83M Buy
37,677
+16,922
+82% +$798K 0.43% 60
2024
Q2 		$967K Buy
20,755
+7,711
+59% +$344K 0.24% 75
2024
Q1 		$589K Buy
+13,044
New +$554K 0.16% 106

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

DOHJ LLC's USXF Position: Q3 2025 in Review

DOHJ LLC sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2025, closing a stake of 21,231 shares — an estimated $952K sold.

DOHJ LLC first reported a position in USXF in Q1 2024 and held it in 6 quarters. The position peaked at $1.98M in Q4 2024. 259 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

  • DOHJ LLC reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 21,231 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $952K.
  • DOHJ LLC first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and held it in 6 quarters.
  • DOHJ LLC's iShares ESG Advanced MSCI USA ETF position peaked at $1.98M in Q4 2024.
  • 259 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.