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

Kelly 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
2024 Q3	–	Sell	-94	Closed	-$4.37K	–	723
2024 Q2	$4.37K	Buy	94 +13	+16%	+$581	﹤0.01%	508
2024 Q1	$3.65K	Hold	81	–	–	﹤0.01%	535
2023 Q4	$3.21K	Sell	81 -292	-78%	-$10.7K	﹤0.01%	528
2023 Q3	$12.9K	Sell	373 -29	-7%	-$1.05K	0.01%	337
2023 Q2	$14.5K	Buy	402 +1	+0.2%	+$34	0.01%	319
2023 Q1	$13.3K	Buy	401 +94	+31%	+$3.03K	0.01%	316
2022 Q4	$9.41K	Buy	307 +15	+5%	+$454	0.01%	336
2022 Q3	$8.17K	Sell	292 -2	-0.7%	-$63	﹤0.01%	345
2022 Q2	$8.79K	Sell	294 -66	-18%	-$2.13K	﹤0.01%	338
2022 Q1	$12.9K	Sell	360 -1	-0.3%	-$36	0.01%	310
2021 Q4	$14.2K	Buy	361 +1	+0.3%	+$38	0.01%	302
2021 Q3	$13K	Sell	360 -1,378	-79%	-$51.3K	0.01%	300
2021 Q2	$63.1K	Buy	1,738 +1,521	+701%	+$53.2K	0.04%	137
2021 Q1	$7.2K	Buy	+217	New	+$7.02K	﹤0.01%	347

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Kelly Financial Services's USXF Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2024, closing a stake of 94 shares — an estimated $4.37K sold.

Kelly Financial Services first reported a position in USXF in Q1 2021 and held it in 14 quarters. The position peaked at $63.1K in Q2 2021. 231 funds tracked by Wall St. Rank hold USXF as of Q3 2024.

Kelly Financial Services reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 94 iShares ESG Advanced MSCI USA ETF shares in Q3 2024, an estimated $4.37K.
Kelly Financial Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and held it in 14 quarters.
Kelly Financial Services's iShares ESG Advanced MSCI USA ETF position peaked at $63.1K in Q2 2021.
231 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.