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

Maiden Cove 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
2024
Q4 		$531K Sell
10,680
-1,655
-13% -$84.1K 0.81% 33
2024
Q3 		$605K Buy
12,335
+1,881
+18% +$88.7K 0.94% 31
2024
Q2 		$470K Buy
+10,454
New +$467K 1.02% 27

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Maiden Cove Capital's USXF Position: Q4 2024 in Review

Maiden Cove Capital reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 13% in Q4 2024, selling an estimated $84.1K and leaving 10,680 shares worth $531K. The position accounts for 0.81% of the portfolio, ranked #33.

Maiden Cove Capital first reported a position in USXF in Q2 2024 and has held it in 3 quarters since. The position peaked at $605K in Q3 2024. 248 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

  • Maiden Cove Capital held 10,680 shares of iShares ESG Advanced MSCI USA ETF worth $531K as of Q4 2024.
  • Maiden Cove Capital sold 1,655 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $84.1K.
  • iShares ESG Advanced MSCI USA ETF made up 0.81% of Maiden Cove Capital's portfolio in Q4 2024, its #33 holding.
  • Maiden Cove Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 3 quarters since.
  • Maiden Cove Capital's iShares ESG Advanced MSCI USA ETF position peaked at $605K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.