RCS
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Retirement Capital Strategies’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Retirement Capital Strategies’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
Q1 		– Sell
-15,074
Closed -$749K – 90
2024
Q4 		$749K Buy
+15,074
New +$766K 0.28% 50
2024
Q3 		– Sell
-16,888
Closed -$787K – 81
2024
Q2 		$787K Sell
16,888
-95,078
-85% -$4.25M 0.32% 44
2024
Q1 		$5.06M Buy
111,966
+101,544
+974% +$4.31M 2.07% 13
2023
Q4 		$415K Buy
+10,422
New +$381K 0.18% 54
2022
Q1 		– Sell
-17,860
Closed -$704K – 82
2021
Q4 		$704K Buy
17,860
+232
+1% +$8.91K 0.26% 45
2021
Q3 		$637K Sell
17,628
-4,910
-22% -$183K 0.24% 42
2021
Q2 		$818K Buy
+22,538
New +$789K 0.31% 46

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $1.47T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return