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

Marcum Wealth’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 Q1	$542K	Buy	11,607 +24	+0.2%	+$1.19K	0.05%	180
2024 Q4	$576K	Sell	11,583 -1,902	-14%	-$96.7K	0.05%	175
2024 Q3	$662K	Sell	13,485 -382	-3%	-$18K	0.06%	153
2024 Q2	$646K	Buy	13,867 +4	+0%	+$179	0.06%	153
2024 Q1	$626K	Hold	13,863	–	–	0.06%	157
2023 Q4	$552K	Buy	13,863 +139	+1%	+$5.08K	0.06%	164
2023 Q3	$476K	Buy	13,724 +24	+0.2%	+$868	0.06%	180
2023 Q2	$493K	Buy	13,700 +6,411	+88%	+$217K	0.06%	177
2023 Q1	$241K	Buy	+7,289	New	+$235K	0.03%	289

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Marcum Wealth's USXF Position: Q1 2025 in Review

Marcum Wealth increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.21% in Q1 2025, buying an estimated $1.19K and bringing the position to 11,607 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #180.

Marcum Wealth first reported a position in USXF in Q1 2023 and has held it in 9 quarters since. The position peaked at $662K in Q3 2024. 244 funds tracked by Wall St. Rank hold USXF as of Q1 2025.

Marcum Wealth held 11,607 shares of iShares ESG Advanced MSCI USA ETF worth $542K as of Q1 2025.
Marcum Wealth bought 24 iShares ESG Advanced MSCI USA ETF shares in Q1 2025, an estimated $1.19K.
iShares ESG Advanced MSCI USA ETF made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #180 holding.
Marcum Wealth first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and has held it in 9 quarters since.
Marcum Wealth's iShares ESG Advanced MSCI USA ETF position peaked at $662K in Q3 2024.
244 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.