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Leverty Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Leverty 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
2022
Q1 		– Sell
-666
Closed -$26K – 120
2021
Q4 		$26K Buy
+666
New +$25.6K 0.02% 66

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Leverty Financial Group's USXF Position: Q1 2022 in Review

Leverty Financial Group sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2022, closing a stake of 666 shares — an estimated $26K sold.

Leverty Financial Group first reported a position in USXF in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 129 funds tracked by Wall St. Rank hold USXF as of Q1 2022.

  • Leverty Financial Group reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 666 iShares ESG Advanced MSCI USA ETF shares in Q1 2022, an estimated $26K.
  • Leverty Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's iShares ESG Advanced MSCI USA ETF position peaked at $26K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.