SFS
USXF icon

Sowell Financial Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sowell Financial Services’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
2024
Q4 		– Sell
-13,657
Closed -$670K – 606
2024
Q3 		$670K Sell
13,657
-852
-6% -$40.2K 0.03% 406
2024
Q2 		$676K Sell
14,509
-34
-0.2% -$1.52K 0.03% 392
2024
Q1 		$657K Buy
+14,543
New +$618K 0.03% 414
2023
Q4 		– Sell
-14,632
Closed -$509K – 581
2023
Q3 		$509K Sell
14,632
-274
-2% -$9.91K 0.03% 396
2023
Q2 		$536K Buy
+14,906
New +$504K 0.03% 445
2021
Q2 		– Sell
-775
Closed -$27K – 2617
2021
Q1 		$27K Buy
+775
New +$25.1K ﹤0.01% 1926

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Sowell Financial Services's USXF Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2024, closing a stake of 13,657 shares — an estimated $670K sold.

Sowell Financial Services first reported a position in USXF in Q1 2021 and held it in 6 quarters. The position peaked at $676K in Q2 2024. 248 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

  • Sowell Financial Services reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 13,657 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $670K.
  • Sowell Financial Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and held it in 6 quarters.
  • Sowell Financial Services's iShares ESG Advanced MSCI USA ETF position peaked at $676K in Q2 2024.
  • 248 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.