Lincoln National Corp’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-13,711	Closed	-$619K	–	1074
2024 Q1	$619K	Buy	13,711 +5,567	+68%	+$236K	0.01%	674
2023 Q4	$324K	Sell	8,144 -231	-3%	-$8.45K	0.01%	848
2023 Q3	$290K	Buy	8,375 +1,865	+29%	+$67.4K	0.01%	800
2023 Q2	$234K	Buy	+6,510	New	+$220K	﹤0.01%	894
2022 Q1	–	Sell	-12,930	Closed	-$510K	–	957
2021 Q4	$510K	Buy	+12,930	New	+$497K	0.01%	515

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Lincoln National Corp's USXF Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2024, closing a stake of 13,711 shares — an estimated $619K sold.

Lincoln National Corp first reported a position in USXF in Q4 2021 and held it in 5 quarters. The position peaked at $619K in Q1 2024. 213 funds tracked by Wall St. Rank hold USXF as of Q2 2024.

Lincoln National Corp reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 13,711 iShares ESG Advanced MSCI USA ETF shares in Q2 2024, an estimated $619K.
Lincoln National Corp first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and held it in 5 quarters.
Lincoln National Corp's iShares ESG Advanced MSCI USA ETF position peaked at $619K in Q1 2024.
213 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.