LWM
USXF icon

Liberty Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-195
Closed -$7K – 1049
2021
Q3 		$7K Buy
195
+5
+3% +$186 ﹤0.01% 893
2021
Q2 		$7K Buy
+190
New +$6.65K ﹤0.01% 739

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

Liberty Wealth Management's USXF Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2021, closing a stake of 195 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in USXF in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 133 funds tracked by Wall St. Rank hold USXF as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 195 iShares ESG Advanced MSCI USA ETF shares in Q4 2021, an estimated $7K.
  • Liberty Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $7K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.