Institutional & Family Asset Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Institutional & Family Asset Management’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
2023 Q2	–	Sell	-2,140	Closed	-$70.8K	–	796
2023 Q1	$70.8K	Sell	2,140 -35,500	-94%	-$1.14M	0.01%	197
2022 Q4	$1.15M	Buy	37,640 +35,500	+1,659%	+$1.08M	0.19%	83
2022 Q3	$60K	Buy	2,140 +638	+42%	+$19.9K	0.01%	206
2022 Q2	$45K	Hold	1,502	–	–	0.01%	234
2022 Q1	$54K	Hold	1,502	–	–	0.01%	253
2021 Q4	$59K	Hold	1,502	–	–	0.01%	252
2021 Q3	$54K	Hold	1,502	–	–	0.01%	315
2021 Q2	$55K	Hold	1,502	–	–	0.01%	320
2021 Q1	$50K	Buy	+1,502	New	+$48.6K	0.01%	356

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

SWM

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institutional & Family Asset Management's USXF Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2023, closing a stake of 2,140 shares — an estimated $70.8K sold.

Institutional & Family Asset Management first reported a position in USXF in Q1 2021 and held it in 9 quarters. The position peaked at $1.15M in Q4 2022. 166 funds tracked by Wall St. Rank hold USXF as of Q2 2023.

Institutional & Family Asset Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 2,140 iShares ESG Advanced MSCI USA ETF shares in Q2 2023, an estimated $70.8K.
Institutional & Family Asset Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and held it in 9 quarters.
Institutional & Family Asset Management's iShares ESG Advanced MSCI USA ETF position peaked at $1.15M in Q4 2022.
166 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.