SFP
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Sandbox Financial Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sandbox Financial Partners’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
2026
Q1 		$1.11M Sell
20,162
-1,141
-5% -$66K 0.31% 46
2025
Q4 		$1.23M Sell
21,303
-7,796
-27% -$449K 0.34% 42
2025
Q3 		$1.67M Buy
29,099
+10,075
+53% +$562K 0.48% 41
2025
Q2 		$1.03M Buy
19,024
+25
+0.1% +$1.22K 0.32% 47
2025
Q1 		$887K Sell
18,999
-1,815
-9% -$90.1K 0.31% 47
2024
Q4 		$1.03M Sell
20,814
-1,653
-7% -$84K 0.35% 44
2024
Q3 		$1.1M Sell
22,467
-1,987
-8% -$93.7K 0.39% 43
2024
Q2 		$1.14M Buy
24,454
+349
+1% +$15.6K 0.44% 38
2024
Q1 		$1.09M Sell
24,105
-1,320
-5% -$56.1K 0.46% 40
2023
Q4 		$1.01M Buy
25,425
+13,881
+120% +$508K 0.48% 33
2023
Q3 		$400K Buy
+11,544
New +$417K 0.21% 61

Other funds holding USXF

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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
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return