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MassMutual Private Wealth & Trust’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

MassMutual Private Wealth & Trust’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
-2,007
Closed -$108K – 2462
2025
Q2 		$108K Hold
2,007
– – ﹤0.01% 565
2025
Q1 		$93.7K Sell
2,007
-996
-33% -$49.5K ﹤0.01% 569
2024
Q4 		$149K Buy
+3,003
New +$153K ﹤0.01% 497

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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

MassMutual Private Wealth & Trust's USXF Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2025, closing a stake of 2,007 shares — an estimated $108K sold.

MassMutual Private Wealth & Trust first reported a position in USXF in Q4 2024 and held it in 3 quarters. The position peaked at $149K in Q4 2024. 260 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,007 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $108K.
  • MassMutual Private Wealth & Trust first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's iShares ESG Advanced MSCI USA ETF position peaked at $149K in Q4 2024.
  • 260 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.