First Community Trust’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

First Community Trust’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
2023 Q4	–	Sell	-670	Closed	-$23.2K	–	300
2023 Q3	$23.2K	Hold	670	–	–	0.03%	193
2023 Q2	$24.1K	Hold	670	–	–	0.03%	195
2023 Q1	$22.2K	Sell	670 -300	-31%	-$9.66K	0.03%	194
2022 Q4	$30K	Hold	970	–	–	0.03%	184
2022 Q3	$27K	Hold	970	–	–	0.04%	170
2022 Q2	$29K	Hold	970	–	–	0.03%	196
2022 Q1	$35K	Hold	970	–	–	0.03%	200
2021 Q4	$38.3K	Buy	+970	New	+$37.3K	0.03%	201

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

First Community Trust's USXF Position: Q4 2023 in Review

First Community Trust sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2023, closing a stake of 670 shares — an estimated $23.2K sold.

First Community Trust first reported a position in USXF in Q4 2021 and held it in 8 quarters. The position peaked at $38.3K in Q4 2021. 197 funds tracked by Wall St. Rank hold USXF as of Q4 2023.

First Community Trust reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
First Community Trust sold 670 iShares ESG Advanced MSCI USA ETF shares in Q4 2023, an estimated $23.2K.
First Community Trust first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and held it in 8 quarters.
First Community Trust's iShares ESG Advanced MSCI USA ETF position peaked at $38.3K in Q4 2021.
197 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2023.

Based on First Community Trust's 13F filing for Q4 2023, filed 10 Jan 2024.