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Plancorp LLC’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Plancorp LLC’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
2022
Q4 		– Sell
-61,020
Closed -$1.71M – 239
2022
Q3 		$1.71M Buy
61,020
+45,541
+294% +$1.42M 0.11% 67
2022
Q2 		$462K Buy
+15,479
New +$499K 0.03% 155

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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Plancorp LLC's USXF Position: Q4 2022 in Review

Plancorp LLC sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2022, closing a stake of 61,020 shares — an estimated $1.71M sold.

Plancorp LLC first reported a position in USXF in Q2 2022 and held it in 2 quarters. The position peaked at $1.71M in Q3 2022. 144 funds tracked by Wall St. Rank hold USXF as of Q4 2022.

  • Plancorp LLC reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Plancorp LLC sold 61,020 iShares ESG Advanced MSCI USA ETF shares in Q4 2022, an estimated $1.71M.
  • Plancorp LLC first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2022 and held it in 2 quarters.
  • Plancorp LLC's iShares ESG Advanced MSCI USA ETF position peaked at $1.71M in Q3 2022.
  • 144 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2022.

Based on Plancorp LLC's 13F filing for Q4 2022, filed 14 Feb 2023.