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Money Concepts Capital’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Money Concepts Capital’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
Q2 		– Sell
-176
Closed -$6K – 2570
2022
Q1 		$6K Buy
+176
New +$6.28K ﹤0.01% 2162

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

Money Concepts Capital's USXF Position: Q2 2022 in Review

Money Concepts Capital sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2022, closing a stake of 176 shares — an estimated $6K sold.

Money Concepts Capital first reported a position in USXF in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 128 funds tracked by Wall St. Rank hold USXF as of Q2 2022.

  • Money Concepts Capital reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Money Concepts Capital sold 176 iShares ESG Advanced MSCI USA ETF shares in Q2 2022, an estimated $6K.
  • Money Concepts Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2022 and held it in 1 quarter.
  • Money Concepts Capital's iShares ESG Advanced MSCI USA ETF position peaked at $6K in Q1 2022.
  • 128 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.