FinTrust Capital Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

FinTrust Capital 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
2024 Q3	$90.8K	Hold	1,851	–	–	0.02%	449
2024 Q2	$86.2K	Buy	1,851 +78	+4%	+$3.48K	0.02%	432
2024 Q1	$80.1K	Buy	1,773 +80	+5%	+$3.4K	0.02%	423
2023 Q4	$67.4K	Hold	1,693	–	–	0.01%	429
2023 Q3	$58.7K	Buy	1,693 +98	+6%	+$3.54K	0.01%	427
2023 Q2	$48.9K	Hold	1,595	–	–	0.01%	451
2023 Q1	$48.9K	Hold	1,595	–	–	0.01%	449
2022 Q4	$48.9K	Hold	1,595	–	–	0.01%	450
2022 Q3	$46K	Hold	1,595	–	–	0.01%	524
2022 Q2	$50K	Hold	1,595	–	–	0.01%	529
2022 Q1	$57K	Hold	1,595	–	–	0.01%	538
2021 Q4	$63K	Hold	1,595	–	–	0.02%	510
2021 Q3	$58K	Hold	1,595	–	–	0.02%	533
2021 Q2	$58K	Hold	1,595	–	–	0.02%	536
2021 Q1	$53K	Buy	+1,595	New	+$51.6K	0.02%	534

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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

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 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

FinTrust Capital Advisors's USXF Position: Q3 2024 in Review

FinTrust Capital Advisors held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q3 2024 at 1,851 shares worth $90.8K. The position accounts for 0.02% of the portfolio, ranked #449.

FinTrust Capital Advisors first reported a position in USXF in Q1 2021 and has held it in 15 quarters since. 231 funds tracked by Wall St. Rank hold USXF as of Q3 2024.

FinTrust Capital Advisors held 1,851 shares of iShares ESG Advanced MSCI USA ETF worth $90.8K as of Q3 2024.
FinTrust Capital Advisors left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q3 2024.
iShares ESG Advanced MSCI USA ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #449 holding.
FinTrust Capital Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 15 quarters since.
231 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.