NB
USXF icon

NBT Bank’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

NBT Bank’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
2026
Q1 		$36.5K Buy
662
+604
+1,041% +$34.9K ﹤0.01% 529
2025
Q4 		$38.1K Buy
58
+1
+2% +$58 ﹤0.01% 522
2025
Q3 		$37.9K Buy
+57
New +$3.18K ﹤0.01% 531
2025
Q2 		– Sell
-662
Closed -$30.9K – 826
2025
Q1 		$30.9K Hold
662
– – ﹤0.01% 544
2024
Q4 		$32.9K Hold
662
– – ﹤0.01% 539
2024
Q3 		$32.5K Buy
662
+500
+309% +$23.6K ﹤0.01% 563
2024
Q2 		$10.9K Hold
162
– – ﹤0.01% 472
2024
Q1 		$11K Sell
162
-295
-65% -$12.5K ﹤0.01% 473
2023
Q4 		$18.2K Buy
+457
New +$16.7K ﹤0.01% 440

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SEI Investments
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return