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Heritage Financial Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Heritage Financial Services’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
-3,090
Closed -$92K – 455
2022
Q2 		$92K Buy
+3,090
New +$99.6K 0.05% 118

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SWM
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Heritage Financial Services's USXF Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2022, closing a stake of 3,090 shares — an estimated $92K sold.

Heritage Financial Services first reported a position in USXF in Q2 2022 and held it in 1 quarter. The position peaked at $92K in Q2 2022. 129 funds tracked by Wall St. Rank hold USXF as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 3,090 iShares ESG Advanced MSCI USA ETF shares in Q3 2022, an estimated $92K.
  • Heritage Financial Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares ESG Advanced MSCI USA ETF position peaked at $92K in Q2 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.