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Macroview Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Macroview Investment 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
2025
Q3 		– Sell
-4,485
Closed -$242K – 100
2025
Q2 		$242K Buy
+4,485
New +$219K 0.2% 85

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SEI Investments
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SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
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
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

Macroview Investment Management's USXF Position: Q3 2025 in Review

Macroview Investment Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2025, closing a stake of 4,485 shares — an estimated $242K sold.

Macroview Investment Management first reported a position in USXF in Q2 2025 and held it in 1 quarter. The position peaked at $242K in Q2 2025. 260 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

  • Macroview Investment Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Macroview Investment Management sold 4,485 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $242K.
  • Macroview Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2025 and held it in 1 quarter.
  • Macroview Investment Management's iShares ESG Advanced MSCI USA ETF position peaked at $242K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on Macroview Investment Management's 13F filing for Q3 2025, filed 24 Oct 2025.