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

Spire 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
2024 Q2	–	Sell	-6,092	Closed	-$275K	–	2394
2024 Q1	$275K	Sell	6,092 -644	-10%	-$27.3K	0.01%	688
2023 Q4	$276K	Buy	6,736 +1,787	+36%	+$65.3K	0.01%	677
2023 Q3	$172K	Buy	4,949 +1,920	+63%	+$69.4K	0.01%	757
2023 Q2	$109K	Buy	3,029 +2,992	+8,086%	+$101K	﹤0.01%	945
2023 Q1	$1.22K	Buy	37 +19	+106%	+$612	﹤0.01%	2366
2022 Q4	$1K	Hold	18	–	–	﹤0.01%	2263
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	2144
2022 Q2	$1K	Sell	18 -18	-50%	-$580	﹤0.01%	2590
2022 Q1	$1K	Buy	+36	New	+$1.28K	﹤0.01%	2486

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Spire Wealth Management's USXF Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2024, closing a stake of 6,092 shares — an estimated $275K sold.

Spire Wealth Management first reported a position in USXF in Q1 2022 and held it in 9 quarters. The position peaked at $276K in Q4 2023. 213 funds tracked by Wall St. Rank hold USXF as of Q2 2024.

Spire Wealth Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 6,092 iShares ESG Advanced MSCI USA ETF shares in Q2 2024, an estimated $275K.
Spire Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2022 and held it in 9 quarters.
Spire Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $276K in Q4 2023.
213 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.