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Goodwin Investment Advisory’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-9,482
Closed -$378K – 80
2023
Q4 		$378K Sell
9,482
-6,481
-41% -$237K 0.2% 28
2023
Q3 		$553K Sell
15,963
-3,287
-17% -$119K 0.33% 21
2023
Q2 		$692K Sell
19,250
-2,624
-12% -$88.6K 0.4% 19
2023
Q1 		$723K Sell
21,874
-2,998
-12% -$96.6K 0.47% 19
2022
Q4 		$763K Sell
24,872
-778
-3% -$23.6K 0.54% 17
2022
Q3 		$719K Buy
25,650
+2,368
+10% +$74K 0.54% 22
2022
Q2 		$695K Sell
23,282
-4,782
-17% -$154K 0.54% 21
2022
Q1 		$1M Sell
28,064
-1,234
-4% -$44K 0.69% 18
2021
Q4 		$1.16M Buy
29,298
+5,723
+24% +$220K 0.87% 15
2021
Q3 		$854K Buy
23,575
+16,982
+258% +$632K 0.83% 15
2021
Q2 		$241K Buy
6,593
+1,604
+32% +$56.1K 0.26% 23
2021
Q1 		$164K Buy
4,989
+215
+5% +$6.96K 0.19% 29
2020
Q4 		$148K Buy
+4,774
New +$142K 0.18% 30

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
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 $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $83.3B AUM 31.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Goodwin Investment Advisory's USXF Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2024, closing a stake of 9,482 shares — an estimated $378K sold.

Goodwin Investment Advisory first reported a position in USXF in Q4 2020 and held it in 13 quarters. The position peaked at $1.16M in Q4 2021. 206 funds tracked by Wall St. Rank hold USXF as of Q1 2024.

  • Goodwin Investment Advisory reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 9,482 iShares ESG Advanced MSCI USA ETF shares in Q1 2024, an estimated $378K.
  • Goodwin Investment Advisory first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and held it in 13 quarters.
  • Goodwin Investment Advisory's iShares ESG Advanced MSCI USA ETF position peaked at $1.16M in Q4 2021.
  • 206 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.