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Lindbrook Capital’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Lindbrook Capital’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
Q4 		– Sell
-79
Closed -$2K – 3019
2022
Q3 		$2K Buy
+79
New +$2.47K ﹤0.01% 2165

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RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Lindbrook Capital's USXF Position: Q4 2022 in Review

Lindbrook Capital sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2022, closing a stake of 79 shares — an estimated $2K sold.

Lindbrook Capital first reported a position in USXF in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 144 funds tracked by Wall St. Rank hold USXF as of Q4 2022.

  • Lindbrook Capital reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Lindbrook Capital sold 79 iShares ESG Advanced MSCI USA ETF shares in Q4 2022, an estimated $2K.
  • Lindbrook Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2022 and held it in 1 quarter.
  • Lindbrook Capital's iShares ESG Advanced MSCI USA ETF position peaked at $2K in Q3 2022.
  • 144 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2022.

Based on Lindbrook Capital's 13F filing for Q4 2022, filed 25 Jan 2023.