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Global Financial Private Client’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-505
Closed -$23.6K – 1528
2025
Q1 		$23.6K Buy
505
+27
+6% +$1.34K 0.01% 426
2024
Q4 		$23.8K Buy
478
+56
+13% +$2.85K 0.01% 403
2024
Q3 		$20.7K Hold
422
– – 0.01% 426
2024
Q2 		$19.7K Buy
422
+15
+4% +$670 0.01% 384
2024
Q1 		$18.3K Buy
407
+11
+3% +$467 0.01% 406
2023
Q4 		$15.8K Sell
396
-20
-5% -$731 0.01% 409
2023
Q3 		$14.4K Hold
416
– – 0.01% 397
2023
Q2 		$15K Buy
416
+26
+7% +$878 0.01% 396
2023
Q1 		$12.9K Hold
390
– – 0.01% 420
2022
Q4 		$12K Hold
390
– – 0.01% 405
2022
Q3 		$11.2K Sell
390
-115
-23% -$3.6K 0.01% 398
2022
Q2 		$15.2K Hold
505
– – 0.01% 365
2022
Q1 		$18.1K Buy
505
+30
+6% +$1.07K 0.01% 355
2021
Q4 		$18.7K Hold
475
– – 0.01% 342
2021
Q3 		$17.3K Buy
475
+146
+44% +$5.44K 0.01% 310
2021
Q2 		$12K Buy
329
+156
+90% +$5.46K 0.01% 340
2021
Q1 		$5.81K Buy
+173
New +$5.6K ﹤0.01% 349

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Global Financial Private Client's USXF Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2025, closing a stake of 505 shares — an estimated $23.6K sold.

Global Financial Private Client first reported a position in USXF in Q1 2021 and held it in 17 quarters. The position peaked at $23.8K in Q4 2024. 267 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 505 iShares ESG Advanced MSCI USA ETF shares in Q2 2025, an estimated $23.6K.
  • Global Financial Private Client first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and held it in 17 quarters.
  • Global Financial Private Client's iShares ESG Advanced MSCI USA ETF position peaked at $23.8K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.