SRB
USXF icon

Shotwell Rutter Baer’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Shotwell Rutter Baer’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 		$1.15M Buy
20,769
+299
+1% +$17.3K 0.67% 19
2025
Q4 		$1.2M Sell
20,470
-140
-0.7% -$8.05K 0.72% 19
2025
Q3 		$1.2M Buy
20,610
+1,355
+7% +$75.6K 0.77% 19
2025
Q2 		$1.05M Sell
19,255
-21
-0.1% -$1.03K 0.71% 18
2025
Q1 		$810K Buy
19,276
+1,095
+6% +$54.4K 0.71% 18
2024
Q4 		$897K Sell
18,181
-1,825
-9% -$92.7K 0.76% 17
2024
Q3 		$983K Buy
20,006
+1,110
+6% +$52.4K 0.81% 18
2024
Q2 		$896K Buy
+18,896
New +$844K 0.79% 17
2024
Q1 		– Sell
-20,729
Closed -$829K – 28
2023
Q4 		$829K Buy
+20,729
New +$758K 0.79% 19

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
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