MSWM
USXF icon

McGlone Suttner Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-2,553
Closed -$102K – 734
2023
Q4 		$102K Buy
+2,553
New +$93.4K 0.02% 213

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

McGlone Suttner Wealth Management's USXF Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2024, closing a stake of 2,553 shares — an estimated $102K sold.

McGlone Suttner Wealth Management first reported a position in USXF in Q4 2023 and held it in 1 quarter. The position peaked at $102K in Q4 2023. 206 funds tracked by Wall St. Rank hold USXF as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,553 iShares ESG Advanced MSCI USA ETF shares in Q1 2024, an estimated $102K.
  • McGlone Suttner Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $102K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.