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Pathstone Family Office’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Pathstone Family Office’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
2023
Q1 		– Sell
-7,407
Closed -$227K – 1371
2022
Q4 		$227K Hold
7,407
– – ﹤0.01% 1045
2022
Q3 		$208K Hold
7,407
– – ﹤0.01% 1086
2022
Q2 		$221K Buy
+7,407
New +$239K ﹤0.01% 920

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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pathstone Family Office's USXF Position: Q1 2023 in Review

Pathstone Family Office sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2023, closing a stake of 7,407 shares — an estimated $227K sold.

Pathstone Family Office first reported a position in USXF in Q2 2022 and held it in 3 quarters. The position peaked at $227K in Q4 2022. 157 funds tracked by Wall St. Rank hold USXF as of Q1 2023.

  • Pathstone Family Office reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 7,407 iShares ESG Advanced MSCI USA ETF shares in Q1 2023, an estimated $227K.
  • Pathstone Family Office first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2022 and held it in 3 quarters.
  • Pathstone Family Office's iShares ESG Advanced MSCI USA ETF position peaked at $227K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.