TWA
USXF icon

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

Talisman 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
2024
Q4 		– Sell
-4,653
Closed -$228K – 114
2024
Q3 		$228K Buy
+4,653
New +$220K 0.24% 99

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

Talisman Wealth Advisors's USXF Position: Q4 2024 in Review

Talisman Wealth Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2024, closing a stake of 4,653 shares — an estimated $228K sold.

Talisman Wealth Advisors first reported a position in USXF in Q3 2024 and held it in 1 quarter. The position peaked at $228K in Q3 2024. 249 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

  • Talisman Wealth Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Talisman Wealth Advisors sold 4,653 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $228K.
  • Talisman Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and held it in 1 quarter.
  • Talisman Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $228K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on Talisman Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.