GI
USXF icon

Gradient Investments’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Gradient Investments’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
2022
Q3 		– Sell
-60
Closed -$2K – 1547
2022
Q2 		$2K Buy
+60
New +$1.93K ﹤0.01% 1080
2022
Q1 		– Sell
-539
Closed -$21K – 1346
2021
Q4 		$21K Buy
539
+244
+83% +$9.38K ﹤0.01% 651
2021
Q3 		$11K Buy
+295
New +$11K ﹤0.01% 768

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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Gradient Investments's USXF Position: Q3 2022 in Review

Gradient Investments sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2022, closing a stake of 60 shares — an estimated $2K sold.

Gradient Investments first reported a position in USXF in Q3 2021 and held it in 3 quarters. The position peaked at $21K in Q4 2021. 129 funds tracked by Wall St. Rank hold USXF as of Q3 2022.

  • Gradient Investments reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Gradient Investments sold 60 iShares ESG Advanced MSCI USA ETF shares in Q3 2022, an estimated $2K.
  • Gradient Investments first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and held it in 3 quarters.
  • Gradient Investments's iShares ESG Advanced MSCI USA ETF position peaked at $21K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.