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McDonald Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

McDonald Partners’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
2022
Q1 		– Sell
-575
Closed -$22.7K – 671
2021
Q4 		$22.7K Buy
+575
New +$22.1K 0.02% 139

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McDonald Partners's USXF Position: Q1 2022 in Review

McDonald Partners sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2022, closing a stake of 575 shares — an estimated $22.7K sold.

McDonald Partners first reported a position in USXF in Q4 2021 and held it in 1 quarter. The position peaked at $22.7K in Q4 2021. 129 funds tracked by Wall St. Rank hold USXF as of Q1 2022.

  • McDonald Partners reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 575 iShares ESG Advanced MSCI USA ETF shares in Q1 2022, an estimated $22.7K.
  • McDonald Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's iShares ESG Advanced MSCI USA ETF position peaked at $22.7K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.