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Pecaut & Co’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Pecaut & Co’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
Q4 		– Sell
-1,481
Closed -$51.3K – 99
2023
Q3 		$51.3K Hold
1,481
– – 0.02% 87
2023
Q2 		$53.2K Buy
1,481
+150
+11% +$5.07K 0.02% 91
2023
Q1 		$44K Hold
1,331
– – 0.02% 98
2022
Q4 		$40.8K Hold
1,331
– – 0.02% 94
2022
Q3 		$37K Hold
1,331
– – 0.02% 89
2022
Q2 		$40K Hold
1,331
– – 0.02% 87
2022
Q1 		$48K Sell
1,331
-836
-39% -$29.8K 0.02% 87
2021
Q4 		$85K Buy
+2,167
New +$83.3K 0.04% 81

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Pecaut & Co's USXF Position: Q4 2023 in Review

Pecaut & Co sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2023, closing a stake of 1,481 shares — an estimated $51.3K sold.

Pecaut & Co first reported a position in USXF in Q4 2021 and held it in 8 quarters. The position peaked at $85K in Q4 2021. 197 funds tracked by Wall St. Rank hold USXF as of Q4 2023.

  • Pecaut & Co reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • Pecaut & Co sold 1,481 iShares ESG Advanced MSCI USA ETF shares in Q4 2023, an estimated $51.3K.
  • Pecaut & Co first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and held it in 8 quarters.
  • Pecaut & Co's iShares ESG Advanced MSCI USA ETF position peaked at $85K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2023.

Based on Pecaut & Co's 13F filing for Q4 2023, filed 7 Feb 2024.