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

Fortis 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
2023
Q2 		– Sell
-144
Closed -$4.76K – 598
2023
Q1 		$4.76K Hold
144
– – ﹤0.01% 505
2022
Q4 		$4.42K Buy
+144
New +$4.36K ﹤0.01% 524

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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fortis Capital Advisors's USXF Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2023, closing a stake of 144 shares — an estimated $4.76K sold.

Fortis Capital Advisors first reported a position in USXF in Q4 2022 and held it in 2 quarters. The position peaked at $4.76K in Q1 2023. 166 funds tracked by Wall St. Rank hold USXF as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 144 iShares ESG Advanced MSCI USA ETF shares in Q2 2023, an estimated $4.76K.
  • Fortis Capital Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $4.76K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.