RWM
USXF icon

RMG Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

RMG Wealth Management’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
-1,600
Closed – – 497
2025
Q3 		$0 Buy
+1,600
New +$89.3K ﹤0.01% 354

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 $18.1B AUM 15% 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 $12.8B AUM 19.38% 1-Year Est. Return

RMG Wealth Management's USXF Position: Q4 2025 in Review

RMG Wealth Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2025, closing a stake of 1,600 shares.

RMG Wealth Management first reported a position in USXF in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 279 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

  • RMG Wealth Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • RMG Wealth Management sold 1,600 iShares ESG Advanced MSCI USA ETF shares in Q4 2025.
  • RMG Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2025 and held it in 1 quarter.
  • RMG Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $0 in Q3 2025.
  • 279 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2025.

Based on RMG Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.