MHR
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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return