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Stratos Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Stratos Wealth Advisors’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
Q1 		– Sell
-11,777
Closed -$586K – 754
2024
Q4 		$586K Sell
11,777
-458
-4% -$23.3K 0.03% 432
2024
Q3 		$601K Sell
12,235
-4,216
-26% -$199K 0.03% 456
2024
Q2 		$766K Buy
16,451
+2,295
+16% +$103K 0.04% 382
2024
Q1 		$639K Sell
14,156
-787
-5% -$33.4K 0.04% 412
2023
Q4 		$595K Buy
14,943
+28
+0.2% +$1.02K 0.03% 432
2023
Q3 		$517K Sell
14,915
-939
-6% -$34K 0.03% 424
2023
Q2 		$570K Sell
15,854
-102
-0.6% -$3.44K 0.04% 415
2023
Q1 		$528K Buy
15,956
+3,790
+31% +$122K 0.04% 409
2022
Q4 		$373K Buy
12,166
+2,804
+30% +$84.9K 0.03% 438
2022
Q3 		$262K Sell
9,362
-538
-5% -$16.8K 0.03% 434
2022
Q2 		$296K Sell
9,900
-1,451
-13% -$46.8K 0.03% 441
2022
Q1 		$405K Buy
11,351
+3,028
+36% +$108K 0.03% 411
2021
Q4 		$328K Buy
+8,323
New +$320K 0.02% 451

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Stratos Wealth Advisors's USXF Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2025, closing a stake of 11,777 shares — an estimated $586K sold.

Stratos Wealth Advisors first reported a position in USXF in Q4 2021 and held it in 13 quarters. The position peaked at $766K in Q2 2024. 245 funds tracked by Wall St. Rank hold USXF as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 11,777 iShares ESG Advanced MSCI USA ETF shares in Q1 2025, an estimated $586K.
  • Stratos Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and held it in 13 quarters.
  • Stratos Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $766K in Q2 2024.
  • 245 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.