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Morningstar Investment Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-71,854
Closed -$3.52M – 391
2024
Q3 		$3.52M Buy
71,854
+14,284
+25% +$674K 0.04% 155
2024
Q2 		$2.68M Buy
57,570
+20,848
+57% +$931K 0.03% 156
2024
Q1 		$1.66M Sell
36,722
-17,669
-32% -$750K 0.02% 169
2023
Q4 		$2.17M Buy
54,391
+37,781
+227% +$1.38M 0.01% 184
2023
Q3 		$576K Buy
+16,610
New +$601K 0.01% 201

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morningstar Investment Services's USXF Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2024, closing a stake of 71,854 shares — an estimated $3.52M sold.

Morningstar Investment Services first reported a position in USXF in Q3 2023 and held it in 5 quarters. The position peaked at $3.52M in Q3 2024. 248 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 71,854 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $3.52M.
  • Morningstar Investment Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2023 and held it in 5 quarters.
  • Morningstar Investment Services's iShares ESG Advanced MSCI USA ETF position peaked at $3.52M in Q3 2024.
  • 248 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.