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Financial Counselors Inc’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Financial Counselors Inc’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
2024
Q3 		– Sell
-10,294
Closed -$479K – 597
2024
Q2 		$479K Sell
10,294
-1,158
-10% -$51.7K 0.01% 413
2024
Q1 		$517K Sell
11,452
-24
-0.2% -$1.02K 0.01% 404
2023
Q4 		$457K Buy
11,476
+2,152
+23% +$78.7K 0.01% 418
2023
Q3 		$323K Hold
9,324
– – 0.01% 449
2023
Q2 		$335K Hold
9,324
– – 0.01% 407
2023
Q1 		$308K Hold
9,324
– – 0.01% 422
2022
Q4 		$286K Buy
+9,324
New +$282K 0.01% 438

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Financial Counselors Inc's USXF Position: Q3 2024 in Review

Financial Counselors Inc sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2024, closing a stake of 10,294 shares — an estimated $479K sold.

Financial Counselors Inc first reported a position in USXF in Q4 2022 and held it in 7 quarters. The position peaked at $517K in Q1 2024. 231 funds tracked by Wall St. Rank hold USXF as of Q3 2024.

  • Financial Counselors Inc reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 10,294 iShares ESG Advanced MSCI USA ETF shares in Q3 2024, an estimated $479K.
  • Financial Counselors Inc first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and held it in 7 quarters.
  • Financial Counselors Inc's iShares ESG Advanced MSCI USA ETF position peaked at $517K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2024.

Based on Financial Counselors Inc's 13F filing for Q3 2024, filed 14 Nov 2024.