Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NL
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
Shares
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
Other funds holding USXF
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
5L
55I LLC
Boston, Massachusetts
$3.58B AUM
17.97%
1-Year Est. Return
ST
Spinnaker Trust
Portland, Maine
$1.81B AUM
17.83%
1-Year Est. Return
MML Investors Services
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
OWA
One Wealth Advisors
San Francisco, California
$803M AUM
17.67%
1-Year Est. Return
WP
WealthSource Partners
San Luis Obispo, California
$1.54B AUM
16.68%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
KFS
Kelly Financial Services
Braintree, Massachusetts
$467M AUM
21.13%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close