Tower Research Capital (TRC)’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Tower Research Capital (TRC)’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	-100	Closed	-$4.91K	–	6017
2024 Q3	$4.91K	Hold	100	–	–	﹤0.01%	4379
2024 Q2	$4.66K	Buy	+100	New	+$4.47K	﹤0.01%	4753
2023 Q3	–	Sell	-6,608	Closed	-$238K	–	6253
2023 Q2	$238K	Buy	6,608 +3,345	+103%	+$113K	0.01%	1434
2023 Q1	$108K	Buy	+3,263	New	+$105K	﹤0.01%	1806
2022 Q2	–	Sell	-371	Closed	-$13K	–	6538
2022 Q1	$13K	Buy	+371	New	+$13.2K	﹤0.01%	4004

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

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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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

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

Tower Research Capital (TRC)'s USXF Position: Q4 2024 in Review

Tower Research Capital (TRC) sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2024, closing a stake of 100 shares — an estimated $4.91K sold.

Tower Research Capital (TRC) first reported a position in USXF in Q1 2022 and held it in 5 quarters. The position peaked at $238K in Q2 2023. 249 funds tracked by Wall St. Rank hold USXF as of Q4 2024.

Tower Research Capital (TRC) reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
Tower Research Capital (TRC) sold 100 iShares ESG Advanced MSCI USA ETF shares in Q4 2024, an estimated $4.91K.
Tower Research Capital (TRC) first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2022 and held it in 5 quarters.
Tower Research Capital (TRC)'s iShares ESG Advanced MSCI USA ETF position peaked at $238K in Q2 2023.
249 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2024.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2024, filed 13 Feb 2025.