Matthew Hamilton Rosenberg’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Matthew Hamilton Rosenberg’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
2023 Q4	–	Sell	-9	Closed	-$312	–	961
2023 Q3	$312	Hold	9	–	–	﹤0.01%	843
2023 Q2	$324	Sell	9 -30	-77%	-$1.01K	﹤0.01%	864
2023 Q1	$1.29K	Hold	39	–	–	﹤0.01%	809
2022 Q4	$1.2K	Sell	39 -5	-11%	-$151	﹤0.01%	802
2022 Q3	$1K	Hold	44	–	–	﹤0.01%	841
2022 Q2	$1K	Hold	44	–	–	﹤0.01%	783
2022 Q1	$2K	Hold	44	–	–	﹤0.01%	721
2021 Q4	$2K	Buy	44 +14	+47%	+$538	﹤0.01%	698
2021 Q3	$1K	Buy	+30	New	+$1.12K	﹤0.01%	684

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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 $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAS

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Matthew Hamilton Rosenberg's USXF Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2023, closing a stake of 9 shares — an estimated $312 sold.

Matthew Hamilton Rosenberg first reported a position in USXF in Q3 2021 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 197 funds tracked by Wall St. Rank hold USXF as of Q4 2023.

Matthew Hamilton Rosenberg reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 9 iShares ESG Advanced MSCI USA ETF shares in Q4 2023, an estimated $312.
Matthew Hamilton Rosenberg first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and held it in 9 quarters.
Matthew Hamilton Rosenberg's iShares ESG Advanced MSCI USA ETF position peaked at $2K in Q1 2022.
197 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.