McKinley Carter Wealth Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-7,525	Closed	-$249K	–	310
2023 Q1	$249K	Sell	7,525 -410	-5%	-$13.2K	0.02%	267
2022 Q4	$243K	Sell	7,935 -618	-7%	-$18.7K	0.02%	266
2022 Q3	$240K	Buy	8,553 +73	+0.9%	+$2.28K	0.02%	256
2022 Q2	$253K	Buy	8,480 +797	+10%	+$25.7K	0.02%	261
2022 Q1	$274K	Buy	7,683 +937	+14%	+$33.4K	0.02%	250
2021 Q4	$266K	Buy	+6,746	New	+$259K	0.02%	255

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

RWP

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

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

PAS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McKinley Carter Wealth Services's USXF Position: Q2 2023 in Review

McKinley Carter Wealth Services sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2023, closing a stake of 7,525 shares — an estimated $249K sold.

McKinley Carter Wealth Services first reported a position in USXF in Q4 2021 and held it in 6 quarters. The position peaked at $274K in Q1 2022. 166 funds tracked by Wall St. Rank hold USXF as of Q2 2023.

McKinley Carter Wealth Services reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 7,525 iShares ESG Advanced MSCI USA ETF shares in Q2 2023, an estimated $249K.
McKinley Carter Wealth Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and held it in 6 quarters.
McKinley Carter Wealth Services's iShares ESG Advanced MSCI USA ETF position peaked at $274K in Q1 2022.
166 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2023, filed 3 Aug 2023.