FANJ
USXF icon

Financial Architects (New Jersey)’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-6,589
Closed -$235K – 276
2022
Q1 		$235K Buy
6,589
+3
+0% +$107 0.03% 302
2021
Q4 		$260K Buy
6,586
+756
+13% +$29K 0.04% 289
2021
Q3 		$211K Hold
5,830
– – 0.03% 314
2021
Q2 		$212K Buy
+5,830
New +$204K 0.03% 321

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
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PAS
Park Avenue Securities New York $12.8B AUM 19.38% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return