NAG
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Northstar Advisory Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Northstar Advisory 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 		– Sell
-8,381
Closed -$303K – 130
2021
Q3 		$303K Buy
+8,381
New +$312K 0.3% 37

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 $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
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

Northstar Advisory Group's USXF Position: Q4 2021 in Review

Northstar Advisory Group sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2021, closing a stake of 8,381 shares — an estimated $303K sold.

Northstar Advisory Group first reported a position in USXF in Q3 2021 and held it in 1 quarter. The position peaked at $303K in Q3 2021. 133 funds tracked by Wall St. Rank hold USXF as of Q4 2021.

  • Northstar Advisory Group reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
  • Northstar Advisory Group sold 8,381 iShares ESG Advanced MSCI USA ETF shares in Q4 2021, an estimated $303K.
  • Northstar Advisory Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and held it in 1 quarter.
  • Northstar Advisory Group's iShares ESG Advanced MSCI USA ETF position peaked at $303K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2021.

Based on Northstar Advisory Group's 13F filing for Q4 2021, filed 20 Jan 2022.