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WealthTrak Capital Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-683
Closed -$36.8K – 848
2025
Q2 		$36.8K Sell
683
-165
-19% -$8.06K 0.03% 116
2025
Q1 		$39.6K Buy
848
+54
+7% +$2.68K 0.03% 111
2024
Q4 		$39.5K Buy
+794
New +$40.3K 0.03% 107

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WealthTrak Capital Management's USXF Position: Q3 2025 in Review

WealthTrak Capital Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2025, closing a stake of 683 shares — an estimated $36.8K sold.

WealthTrak Capital Management first reported a position in USXF in Q4 2024 and held it in 3 quarters. The position peaked at $39.6K in Q1 2025. 260 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

  • WealthTrak Capital Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 683 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $36.8K.
  • WealthTrak Capital Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's iShares ESG Advanced MSCI USA ETF position peaked at $39.6K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.