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Geneos Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Geneos Wealth 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
Q1 		– Sell
-713
Closed -$35.5K – 3155
2024
Q4 		$35.5K Sell
713
-11
-2% -$559 ﹤0.01% 1455
2024
Q3 		$35.5K Buy
+724
New +$34.2K ﹤0.01% 1319

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Geneos Wealth Management's USXF Position: Q1 2025 in Review

Geneos Wealth Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2025, closing a stake of 713 shares — an estimated $35.5K sold.

Geneos Wealth Management first reported a position in USXF in Q3 2024 and held it in 2 quarters. The position peaked at $35.5K in Q3 2024. 245 funds tracked by Wall St. Rank hold USXF as of Q1 2025.

  • Geneos Wealth Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 713 iShares ESG Advanced MSCI USA ETF shares in Q1 2025, an estimated $35.5K.
  • Geneos Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and held it in 2 quarters.
  • Geneos Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $35.5K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.