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

ORG 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
-1,025
Closed -$51K – 1599
2024
Q4 		$51K Buy
1,025
+105
+11% +$5.34K 0.01% 545
2024
Q3 		$45.2K Hold
920
– – 0.01% 531
2024
Q2 		$42.7K Buy
+920
New +$41.1K 0.01% 842
2024
Q1 		– Sell
-1,152
Closed -$45.9K – 1069
2023
Q4 		$45.9K Buy
1,152
+172
+18% +$6.29K 0.01% 537
2023
Q3 		$34K Sell
980
-273
-22% -$9.87K 0.01% 587
2023
Q2 		$45.1K Buy
+1,253
New +$42.3K 0.01% 687

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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

ORG Partners's USXF Position: Q1 2025 in Review

ORG Partners sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2025, closing a stake of 1,025 shares — an estimated $51K sold.

ORG Partners first reported a position in USXF in Q2 2023 and held it in 6 quarters. The position peaked at $51K in Q4 2024. 245 funds tracked by Wall St. Rank hold USXF as of Q1 2025.

  • ORG Partners reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 1,025 iShares ESG Advanced MSCI USA ETF shares in Q1 2025, an estimated $51K.
  • ORG Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2023 and held it in 6 quarters.
  • ORG Partners's iShares ESG Advanced MSCI USA ETF position peaked at $51K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.