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

Sugarloaf 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 Q4	$10.4K	Sell	210 -4,588	-96%	-$233K	﹤0.01%	493
2024 Q3	$235K	Sell	4,798 -54	-1%	-$2.55K	0.04%	141
2024 Q2	$226K	Hold	4,852	–	–	0.05%	130
2024 Q1	$219K	Buy	4,852 +280	+6%	+$11.9K	0.05%	136
2023 Q4	$182K	Hold	4,572	–	–	0.04%	147
2023 Q3	$158K	Sell	4,572 -236	-5%	-$8.53K	0.04%	155
2023 Q2	$173K	Hold	4,808	–	–	0.04%	152
2023 Q1	$159K	Sell	4,808 -32	-0.7%	-$1.03K	0.04%	153
2022 Q4	$148K	Hold	4,840	–	–	0.04%	154
2022 Q3	$136K	Buy	+4,840	New	+$151K	0.03%	163

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 $27.8B AUM 31.66% 1-Year Est. Return

Sugarloaf Wealth Management's USXF Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 96% in Q4 2024, selling an estimated $233K and leaving 210 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Sugarloaf Wealth Management first reported a position in USXF in Q3 2022 and has held it in 10 quarters since. The position peaked at $235K in Q3 2024. 248 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

Sugarloaf Wealth Management held 210 shares of iShares ESG Advanced MSCI USA ETF worth $10.4K as of Q4 2024.
Sugarloaf Wealth Management sold 4,588 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $233K.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #493 holding.
Sugarloaf Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2022 and has held it in 10 quarters since.
Sugarloaf Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $235K in Q3 2024.
248 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.