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

First Manhattan’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 Q2	–	Sell	-150	Closed	-$6.77K	–	1291
2024 Q1	$6.77K	Hold	150	–	–	﹤0.01%	1150
2023 Q4	$5.97K	Hold	150	–	–	﹤0.01%	1175
2023 Q3	$5.2K	Hold	150	–	–	﹤0.01%	1225
2023 Q2	$5.39K	Hold	150	–	–	﹤0.01%	1221
2023 Q1	$4.96K	Hold	150	–	–	﹤0.01%	1301
2022 Q4	$4.6K	Hold	150	–	–	﹤0.01%	1423
2022 Q3	$4K	Hold	150	–	–	﹤0.01%	1356
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	1378
2022 Q1	$5K	Hold	150	–	–	﹤0.01%	1393
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	1381
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	1401
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	1397
2021 Q1	$4K	Buy	+150	New	+$4.85K	﹤0.01%	1378

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

RWP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 Manhattan's USXF Position: Q2 2024 in Review

First Manhattan sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2024, closing a stake of 150 shares — an estimated $6.77K sold.

First Manhattan first reported a position in USXF in Q1 2021 and held it in 13 quarters. The position peaked at $6.77K in Q1 2024. 213 funds tracked by Wall St. Rank hold USXF as of Q2 2024.

First Manhattan reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 150 iShares ESG Advanced MSCI USA ETF shares in Q2 2024, an estimated $6.77K.
First Manhattan first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and held it in 13 quarters.
First Manhattan's iShares ESG Advanced MSCI USA ETF position peaked at $6.77K in Q1 2024.
213 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.