Prudential Financial
USXF icon

Prudential Financial’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-46,949
Closed -$2.3M – 2707
2024
Q3 		$2.3M Buy
46,949
+6,038
+15% +$285K ﹤0.01% 1417
2024
Q2 		$1.91M Sell
40,911
-1,715
-4% -$76.6K ﹤0.01% 1465
2024
Q1 		$1.92M Buy
42,626
+109
+0.3% +$4.63K ﹤0.01% 1471
2023
Q4 		$1.69M Sell
42,517
-9,400
-18% -$344K ﹤0.01% 1541
2023
Q3 		$1.8M Sell
51,917
-7,459
-13% -$270K ﹤0.01% 1444
2023
Q2 		$2.13M Sell
59,376
-1,652
-3% -$55.8K ﹤0.01% 1368
2023
Q1 		$2.02M Sell
61,028
-4,716
-7% -$152K ﹤0.01% 1336
2022
Q4 		$2.02M Buy
65,744
+2,870
+5% +$86.9K ﹤0.01% 1301
2022
Q3 		$1.78M Sell
62,874
-2,743
-4% -$85.7K ﹤0.01% 1398
2022
Q2 		$1.97M Sell
65,617
-40,022
-38% -$1.29M ﹤0.01% 1392
2022
Q1 		$3.77M Buy
105,639
+16,287
+18% +$581K 0.01% 1133
2021
Q4 		$3.51M Buy
89,352
+27,242
+44% +$1.05M ﹤0.01% 1228
2021
Q3 		$2.33M Buy
62,110
+27,685
+80% +$1.03M ﹤0.01% 1380
2021
Q2 		$1.25M Buy
34,425
+4,398
+15% +$154K ﹤0.01% 1721
2021
Q1 		$996K Buy
30,027
+20,222
+206% +$654K ﹤0.01% 1838
2020
Q4 		$307K Buy
+9,805
New +$291K ﹤0.01% 2237

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Prudential Financial's USXF Position: Q4 2024 in Review

Prudential Financial sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2024, closing a stake of 46,949 shares — an estimated $2.3M sold.

Prudential Financial first reported a position in USXF in Q4 2020 and held it in 16 quarters. The position peaked at $3.77M in Q1 2022. 248 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

  • Prudential Financial reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 46,949 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $2.3M.
  • Prudential Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and held it in 16 quarters.
  • Prudential Financial's iShares ESG Advanced MSCI USA ETF position peaked at $3.77M in Q1 2022.
  • 248 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.