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Wealthcare Advisory Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-15,545
Closed -$613K – 594
2021
Q4 		$613K Buy
15,545
+118
+0.8% +$4.53K 0.04% 279
2021
Q3 		$557K Buy
15,427
+107
+0.7% +$3.98K 0.04% 297
2021
Q2 		$556K Buy
15,320
+15,094
+6,679% +$528K 0.04% 300
2021
Q1 		$7K Buy
+226
New +$7.31K ﹤0.01% 1570

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PAS
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
SHJ
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ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Wealthcare Advisory Partners's USXF Position: Q1 2022 in Review

Wealthcare Advisory Partners sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2022, closing a stake of 15,545 shares — an estimated $613K sold.

Wealthcare Advisory Partners first reported a position in USXF in Q1 2021 and held it in 4 quarters. The position peaked at $613K in Q4 2021. 129 funds tracked by Wall St. Rank hold USXF as of Q1 2022.

  • Wealthcare Advisory Partners reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 15,545 iShares ESG Advanced MSCI USA ETF shares in Q1 2022, an estimated $613K.
  • Wealthcare Advisory Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and held it in 4 quarters.
  • Wealthcare Advisory Partners's iShares ESG Advanced MSCI USA ETF position peaked at $613K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2022, filed 15 Apr 2022.