EWA
USXF icon

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
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