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Next Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Next Financial Group’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
2021
Q4 		$325K Buy
8,243
+5,201
+171% +$200K 0.02% 703
2021
Q3 		$110K Hold
3,042
– – 0.01% 1070
2021
Q2 		$110K Buy
3,042
+272
+10% +$9.52K 0.01% 1081
2021
Q1 		$92K Buy
2,770
+300
+12% +$9.71K 0.01% 1065
2020
Q4 		$77K Buy
+2,470
New +$73.2K 0.01% 1055

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Next Financial Group's USXF Position: Q4 2021 in Review

Next Financial Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 171% in Q4 2021, buying an estimated $200K and bringing the position to 8,243 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #703.

Next Financial Group first reported a position in USXF in Q4 2020 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold USXF as of Q4 2021.

  • Next Financial Group held 8,243 shares of iShares ESG Advanced MSCI USA ETF worth $325K as of Q4 2021.
  • Next Financial Group bought 5,201 iShares ESG Advanced MSCI USA ETF shares in Q4 2021, an estimated $200K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #703 holding.
  • Next Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.