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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 $424B AUM 22.9% 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 19.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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
Park Avenue Securities
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
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Retirement Capital Strategies's USXF Position: Q1 2025 in Review

Retirement Capital Strategies sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2025, closing a stake of 15,074 shares — an estimated $749K sold.

Retirement Capital Strategies first reported a position in USXF in Q2 2021 and held it in 7 quarters. The position peaked at $5.06M in Q1 2024. 245 funds tracked by Wall St. Rank hold USXF as of Q1 2025.

  • Retirement Capital Strategies reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 15,074 iShares ESG Advanced MSCI USA ETF shares in Q1 2025, an estimated $749K.
  • Retirement Capital Strategies first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and held it in 7 quarters.
  • Retirement Capital Strategies's iShares ESG Advanced MSCI USA ETF position peaked at $5.06M in Q1 2024.
  • 245 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2025.

Based on Retirement Capital Strategies's 13F filing for Q1 2025, filed 14 May 2025.