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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

Other funds holding USXF

Envestnet Asset Management
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

Financial Architects (New Jersey)'s USXF Position: Q2 2022 in Review

Financial Architects (New Jersey) sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2022, closing a stake of 6,589 shares — an estimated $235K sold.

Financial Architects (New Jersey) first reported a position in USXF in Q2 2021 and held it in 4 quarters. The position peaked at $260K in Q4 2021. 128 funds tracked by Wall St. Rank hold USXF as of Q2 2022.

  • Financial Architects (New Jersey) reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 6,589 iShares ESG Advanced MSCI USA ETF shares in Q2 2022, an estimated $235K.
  • Financial Architects (New Jersey) first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s iShares ESG Advanced MSCI USA ETF position peaked at $260K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2022, filed 11 Aug 2022.