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NorthRock Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

NorthRock Partners’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
2025
Q1 		– Sell
-791
Closed -$39.3K – 900
2024
Q4 		$39.3K Buy
+791
New +$40.2K ﹤0.01% 668

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LPL Financial
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SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

NorthRock Partners's USXF Position: Q1 2025 in Review

NorthRock Partners sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2025, closing a stake of 791 shares — an estimated $39.3K sold.

NorthRock Partners first reported a position in USXF in Q4 2024 and held it in 1 quarter. The position peaked at $39.3K in Q4 2024. 245 funds tracked by Wall St. Rank hold USXF as of Q1 2025.

  • NorthRock Partners reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • NorthRock Partners sold 791 iShares ESG Advanced MSCI USA ETF shares in Q1 2025, an estimated $39.3K.
  • NorthRock Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and held it in 1 quarter.
  • NorthRock Partners's iShares ESG Advanced MSCI USA ETF position peaked at $39.3K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2025.

Based on NorthRock Partners's 13F filing for Q1 2025, filed 8 May 2025.