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Retirement Planning Company of New England’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-150
Closed -$5K – 850
2021
Q4 		$5K Buy
+150
New +$5.76K ﹤0.01% 761

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Retirement Planning Company of New England's USXF Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2022, closing a stake of 150 shares — an estimated $5K sold.

Retirement Planning Company of New England first reported a position in USXF in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 130 funds tracked by Wall St. Rank hold USXF as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 150 iShares ESG Advanced MSCI USA ETF shares in Q1 2022, an estimated $5K.
  • Retirement Planning Company of New England first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares ESG Advanced MSCI USA ETF position peaked at $5K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.