Emergent Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Emergent Wealth Advisors’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	-3,799	Closed	-$205K	–	129
2025 Q2	$205K	Buy	+3,799	New	+$186K	0.13%	111
2025 Q1	–	Sell	-4,141	Closed	-$206K	–	120
2024 Q4	$206K	Buy	4,141 +55	+1%	+$2.79K	0.15%	106
2024 Q3	$201K	Buy	+4,086	New	+$193K	0.15%	107
2024 Q1	–	Sell	-5,939	Closed	-$236K	–	139
2023 Q4	$236K	Buy	+5,939	New	+$217K	0.22%	93

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Emergent Wealth Advisors's USXF Position: Q3 2025 in Review

Emergent Wealth Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2025, closing a stake of 3,799 shares — an estimated $205K sold.

Emergent Wealth Advisors first reported a position in USXF in Q4 2023 and held it in 4 quarters. The position peaked at $236K in Q4 2023. 260 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

Emergent Wealth Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
Emergent Wealth Advisors sold 3,799 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $205K.
Emergent Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and held it in 4 quarters.
Emergent Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $236K in Q4 2023.
260 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on Emergent Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.