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Patriot Investment Management Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Patriot Investment Management 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
2023
Q1 		– Sell
-180
Closed -$5.88K – 380
2022
Q4 		$5.88K Buy
+180
New +$5.45K ﹤0.01% 373

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PAS
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SWM
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Mackenzie Financial
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
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Patriot Investment Management Group's USXF Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2023, closing a stake of 180 shares — an estimated $5.88K sold.

Patriot Investment Management Group first reported a position in USXF in Q4 2022 and held it in 1 quarter. The position peaked at $5.88K in Q4 2022. 157 funds tracked by Wall St. Rank hold USXF as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 180 iShares ESG Advanced MSCI USA ETF shares in Q1 2023, an estimated $5.88K.
  • Patriot Investment Management Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares ESG Advanced MSCI USA ETF position peaked at $5.88K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.