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Freedom Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Freedom Investment Management’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
2025
Q4 		– Sell
-4,131
Closed -$237K – 142
2025
Q3 		$237K Sell
4,131
-4,588
-53% -$256K 0.06% 128
2025
Q2 		$470K Buy
8,719
+89
+1% +$4.35K 0.04% 462
2025
Q1 		$403K Buy
8,630
+3,427
+66% +$170K 0.03% 485
2024
Q4 		$259K Buy
+5,203
New +$264K 0.02% 650

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SEI Investments
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SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Freedom Investment Management's USXF Position: Q4 2025 in Review

Freedom Investment Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2025, closing a stake of 4,131 shares — an estimated $237K sold.

Freedom Investment Management first reported a position in USXF in Q4 2024 and held it in 4 quarters. The position peaked at $470K in Q2 2025. 280 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

  • Freedom Investment Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,131 iShares ESG Advanced MSCI USA ETF shares in Q4 2025, an estimated $237K.
  • Freedom Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and held it in 4 quarters.
  • Freedom Investment Management's iShares ESG Advanced MSCI USA ETF position peaked at $470K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2025.

Based on Freedom Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.