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tru Independence’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

tru Independence’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
2022
Q3 		– Sell
-7,797
Closed -$233K – 182
2022
Q2 		$233K Sell
7,797
-4,577
-37% -$148K 0.07% 115
2022
Q1 		$441K Buy
12,374
+5,393
+77% +$193K 0.12% 107
2021
Q4 		$276K Hold
6,981
– – 0.08% 124
2021
Q3 		$251K Buy
+6,981
New +$260K 0.07% 126
2021
Q2 		– Sell
-6,981
Closed -$242K – 385
2021
Q1 		$242K Buy
+6,981
New +$226K 0.05% 226

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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

tru Independence's USXF Position: Q3 2022 in Review

tru Independence sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2022, closing a stake of 7,797 shares — an estimated $233K sold.

tru Independence first reported a position in USXF in Q1 2021 and held it in 5 quarters. The position peaked at $441K in Q1 2022. 129 funds tracked by Wall St. Rank hold USXF as of Q3 2022.

  • tru Independence reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • tru Independence sold 7,797 iShares ESG Advanced MSCI USA ETF shares in Q3 2022, an estimated $233K.
  • tru Independence first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and held it in 5 quarters.
  • tru Independence's iShares ESG Advanced MSCI USA ETF position peaked at $441K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2022.

Based on tru Independence's 13F filing for Q3 2022, filed 3 Nov 2022.