Wade Financial Advisory’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Wade Financial Advisory’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 Q1	$680K	Buy	14,562 +2,237	+18%	+$111K	0.23%	46
2024 Q4	$613K	Sell	12,325 -2,353	-16%	-$120K	0.21%	48
2024 Q3	$720K	Buy	14,678 +1,796	+14%	+$84.7K	0.24%	47
2024 Q2	$600K	Buy	12,882 +1,368	+12%	+$61.1K	0.22%	49
2024 Q1	$520K	Buy	11,514 +3,449	+43%	+$146K	0.19%	50
2023 Q4	$321K	Buy	8,065 +174	+2%	+$6.36K	0.12%	64
2023 Q3	$274K	Buy	7,891 +1,150	+17%	+$41.6K	0.12%	64
2023 Q2	$242K	Sell	6,741 -829	-11%	-$28K	0.1%	69
2023 Q1	$250K	Buy	+7,570	New	+$244K	0.11%	68
2022 Q4	–	Sell	-13,580	Closed	-$381K	–	78
2022 Q3	$381K	Buy	13,580 +1,740	+15%	+$54.4K	0.19%	59
2022 Q2	$354K	Buy	+11,840	New	+$382K	0.17%	62

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wade Financial Advisory's USXF Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 18% in Q1 2025, buying an estimated $111K and bringing the position to 14,562 shares worth $680K. The position accounts for 0.23% of the portfolio, ranked #46.

Wade Financial Advisory first reported a position in USXF in Q2 2022 and has held it in 11 quarters since. The position peaked at $720K in Q3 2024. 244 funds tracked by Wall St. Rank hold USXF as of Q1 2025.

Wade Financial Advisory held 14,562 shares of iShares ESG Advanced MSCI USA ETF worth $680K as of Q1 2025.
Wade Financial Advisory bought 2,237 iShares ESG Advanced MSCI USA ETF shares in Q1 2025, an estimated $111K.
iShares ESG Advanced MSCI USA ETF made up 0.23% of Wade Financial Advisory's portfolio in Q1 2025, its #46 holding.
Wade Financial Advisory first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2022 and has held it in 11 quarters since.
Wade Financial Advisory's iShares ESG Advanced MSCI USA ETF position peaked at $720K in Q3 2024.
244 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.