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TownSquare Capital’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

TownSquare Capital’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
Q2 		– Sell
-27,271
Closed -$1.27M – 1544
2025
Q1 		$1.27M Sell
27,271
-3,512
-11% -$174K 0.01% 753
2024
Q4 		$1.53M Buy
30,783
+11,037
+56% +$561K 0.02% 636
2024
Q3 		$969K Buy
19,746
+1,391
+8% +$65.6K 0.01% 730
2024
Q2 		$855K Buy
18,355
+532
+3% +$23.8K 0.01% 710
2024
Q1 		$805K Buy
17,823
+1,632
+10% +$69.3K 0.01% 715
2023
Q4 		$645K Sell
16,191
-885
-5% -$32.4K 0.01% 708
2023
Q3 		$592K Buy
+17,076
New +$617K 0.01% 706

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
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

TownSquare Capital's USXF Position: Q2 2025 in Review

TownSquare Capital sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2025, closing a stake of 27,271 shares — an estimated $1.27M sold.

TownSquare Capital first reported a position in USXF in Q3 2023 and held it in 7 quarters. The position peaked at $1.53M in Q4 2024. 267 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • TownSquare Capital reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 27,271 iShares ESG Advanced MSCI USA ETF shares in Q2 2025, an estimated $1.27M.
  • TownSquare Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2023 and held it in 7 quarters.
  • TownSquare Capital's iShares ESG Advanced MSCI USA ETF position peaked at $1.53M in Q4 2024.
  • 267 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.