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

Ramiah Investment 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
2025
Q4 		– Sell
-25,205
Closed -$1.44M – 72
2025
Q3 		$1.44M Buy
25,205
+9,677
+62% +$540K 1.28% 18
2025
Q2 		$837K Buy
15,528
+3,376
+28% +$165K 0.9% 22
2025
Q1 		$567K Sell
12,152
-22,024
-64% -$1.09M 0.54% 20
2024
Q4 		$1.7M Sell
34,176
-2,177
-6% -$111K 1.55% 17
2024
Q3 		$1.78M Sell
36,353
-76
-0.2% -$3.59K 1.68% 15
2024
Q2 		$1.7M Buy
36,429
+1,137
+3% +$50.8K 1.66% 15
2024
Q1 		$1.59M Buy
35,292
+2,571
+8% +$109K 1.5% 15
2023
Q4 		$1.3M Sell
32,721
-205
-0.6% -$7.5K 1.23% 15
2023
Q3 		$1.14M Buy
32,926
+2,221
+7% +$80.3K 1.19% 14
2023
Q2 		$1.1M Buy
+30,705
New +$1.04M 1.08% 17

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ramiah Investment Group's USXF Position: Q4 2025 in Review

Ramiah Investment Group sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2025, closing a stake of 25,205 shares — an estimated $1.44M sold.

Ramiah Investment Group first reported a position in USXF in Q2 2023 and held it in 10 quarters. The position peaked at $1.78M in Q3 2024. 279 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

  • Ramiah Investment Group reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Ramiah Investment Group sold 25,205 iShares ESG Advanced MSCI USA ETF shares in Q4 2025, an estimated $1.44M.
  • Ramiah Investment Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2023 and held it in 10 quarters.
  • Ramiah Investment Group's iShares ESG Advanced MSCI USA ETF position peaked at $1.78M in Q3 2024.
  • 279 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2025.

Based on Ramiah Investment Group's 13F filing for Q4 2025, filed 28 Jan 2026.