Urban Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Urban Wealth Management’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 Q2	$125K	Buy	+4,174	New	+$135K	0.42%	54

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

FCG

Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

Urban Wealth Management's USXF Position: Q2 2022 in Review

Urban Wealth Management opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2022: 4,174 shares worth $125K. The stake represents 0.42% of the portfolio and ranks #54 among its holdings.

128 funds tracked by Wall St. Rank hold USXF as of Q2 2022.

Urban Wealth Management held 4,174 shares of iShares ESG Advanced MSCI USA ETF worth $125K as of Q2 2022.
iShares ESG Advanced MSCI USA ETF was a new Urban Wealth Management position in Q2 2022.
iShares ESG Advanced MSCI USA ETF made up 0.42% of Urban Wealth Management's portfolio in Q2 2022, its #54 holding.
128 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.