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Two West Capital Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Two West Capital 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
2025
Q3 		– Sell
-3,870
Closed -$216K – 98
2025
Q2 		$216K Buy
+3,870
New +$189K 0.14% 86

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SWM
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FDCDDQ
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Mackenzie Financial
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PAS
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Two West Capital Advisors's USXF Position: Q3 2025 in Review

Two West Capital Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2025, closing a stake of 3,870 shares — an estimated $216K sold.

Two West Capital Advisors first reported a position in USXF in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 260 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

  • Two West Capital Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Two West Capital Advisors sold 3,870 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $216K.
  • Two West Capital Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2025 and held it in 1 quarter.
  • Two West Capital Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $216K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on Two West Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.