FWP
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Firethorn Wealth Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Firethorn Wealth Partners’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
Q1 		– Sell
-5,680
Closed -$224K – 161
2021
Q4 		$224K Buy
+5,680
New +$218K 0.17% 117

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MML Investors Services
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5L
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SHJ
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Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Firethorn Wealth Partners's USXF Position: Q1 2022 in Review

Firethorn Wealth Partners sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2022, closing a stake of 5,680 shares — an estimated $224K sold.

Firethorn Wealth Partners first reported a position in USXF in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 129 funds tracked by Wall St. Rank hold USXF as of Q1 2022.

  • Firethorn Wealth Partners reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Firethorn Wealth Partners sold 5,680 iShares ESG Advanced MSCI USA ETF shares in Q1 2022, an estimated $224K.
  • Firethorn Wealth Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and held it in 1 quarter.
  • Firethorn Wealth Partners's iShares ESG Advanced MSCI USA ETF position peaked at $224K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2022.

Based on Firethorn Wealth Partners's 13F filing for Q1 2022, filed 3 May 2022.