Hart & Patterson Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Hart & Patterson Financial Group’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 Q4	$1.17M	Buy	23,622 +27	+0.1%	+$1.37K	0.57%	40
2024 Q3	$1.16M	Sell	23,595 -284	-1%	-$13.4K	0.55%	41
2024 Q2	$1.11M	Sell	23,879 -1,548	-6%	-$69.2K	0.55%	38
2024 Q1	$1.15M	Buy	25,427 +9,888	+64%	+$420K	0.57%	38
2023 Q4	$619K	Buy	+15,539	New	+$568K	0.32%	38

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Hart & Patterson Financial Group's USXF Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.11% in Q4 2024, buying an estimated $1.37K and bringing the position to 23,622 shares worth $1.17M. The position accounts for 0.57% of the portfolio, ranked #40.

Hart & Patterson Financial Group first reported a position in USXF in Q4 2023 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

Hart & Patterson Financial Group held 23,622 shares of iShares ESG Advanced MSCI USA ETF worth $1.17M as of Q4 2024.
Hart & Patterson Financial Group bought 27 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $1.37K.
iShares ESG Advanced MSCI USA ETF made up 0.57% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #40 holding.
Hart & Patterson Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 5 quarters since.
248 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.