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NWAM LLC’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

NWAM LLC’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
Q2 		– Sell
-9,257
Closed -$307K – 526
2021
Q1 		$307K Buy
+9,257
New +$299K 0.03% 379

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WP
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WCFA
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NWAM LLC's USXF Position: Q2 2021 in Review

NWAM LLC sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2021, closing a stake of 9,257 shares — an estimated $307K sold.

NWAM LLC first reported a position in USXF in Q1 2021 and held it in 1 quarter. The position peaked at $307K in Q1 2021. 78 funds tracked by Wall St. Rank hold USXF as of Q2 2021.

  • NWAM LLC reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
  • NWAM LLC sold 9,257 iShares ESG Advanced MSCI USA ETF shares in Q2 2021, an estimated $307K.
  • NWAM LLC first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and held it in 1 quarter.
  • NWAM LLC's iShares ESG Advanced MSCI USA ETF position peaked at $307K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2021.

Based on NWAM LLC's 13F filing for Q2 2021, filed 4 Aug 2021.