Koesten Hirschmann & Crabtree’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Koesten Hirschmann & Crabtree’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
2025 Q4	–	Sell	-689	Closed	-$39.5K	–	226
2025 Q3	$39.5K	Buy	689 +357	+108%	+$19.9K	0.02%	92
2025 Q2	$17.9K	Buy	332 +51	+18%	+$2.49K	0.01%	120
2025 Q1	$13.1K	Hold	281	–	–	0.01%	123
2024 Q4	$14K	Buy	281 +1	+0.4%	+$51	0.01%	118
2024 Q3	$13.7K	Buy	280 +42	+18%	+$1.98K	0.01%	112
2024 Q2	$10.8K	Hold	238	–	–	0.01%	131
2024 Q1	$10.8K	Hold	238	–	–	0.01%	131
2023 Q4	$9.47K	Buy	238 +2	+0.8%	+$73	0.01%	121
2023 Q3	$8.18K	Hold	236	–	–	0.01%	113
2023 Q2	$8.48K	Buy	236 +66	+39%	+$2.23K	0.01%	103
2023 Q1	$5.63K	Hold	170	–	–	﹤0.01%	130
2022 Q4	$5.21K	Buy	+170	New	+$5.15K	﹤0.01%	116

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

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

SWM

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

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

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

FDCDDQ

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

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

PAS

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

Koesten Hirschmann & Crabtree's USXF Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2025, closing a stake of 689 shares — an estimated $39.5K sold.

Koesten Hirschmann & Crabtree first reported a position in USXF in Q4 2022 and held it in 12 quarters. The position peaked at $39.5K in Q3 2025. 280 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 689 iShares ESG Advanced MSCI USA ETF shares in Q4 2025, an estimated $39.5K.
Koesten Hirschmann & Crabtree first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's iShares ESG Advanced MSCI USA ETF position peaked at $39.5K in Q3 2025.
280 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.