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

West Paces 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
2023 Q4	–	Sell	-2,630	Closed	-$91.2K	–	626
2023 Q3	$91.2K	Hold	2,630	–	–	0.03%	174
2023 Q2	$94.5K	Hold	2,630	–	–	0.03%	176
2023 Q1	$87K	Hold	2,630	–	–	0.03%	188
2022 Q4	$80.6K	Hold	2,630	–	–	0.03%	189
2022 Q3	$73.7K	Hold	2,630	–	–	0.03%	186
2022 Q2	$78.6K	Hold	2,630	–	–	0.03%	185
2022 Q1	$93.9K	Hold	2,630	–	–	0.03%	181
2021 Q4	$104K	Hold	2,630	–	–	0.03%	171
2021 Q3	$95K	Hold	2,630	–	–	0.03%	163
2021 Q2	$95.5K	Buy	2,630 +1,100	+72%	+$38.5K	0.04%	154
2021 Q1	$50.7K	Buy	+1,530	New	+$49.5K	0.02%	188

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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 $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAS

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

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

West Paces Advisors's USXF Position: Q4 2023 in Review

West Paces Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2023, closing a stake of 2,630 shares — an estimated $91.2K sold.

West Paces Advisors first reported a position in USXF in Q1 2021 and held it in 11 quarters. The position peaked at $104K in Q4 2021. 197 funds tracked by Wall St. Rank hold USXF as of Q4 2023.

West Paces Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
West Paces Advisors sold 2,630 iShares ESG Advanced MSCI USA ETF shares in Q4 2023, an estimated $91.2K.
West Paces Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and held it in 11 quarters.
West Paces Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $104K in Q4 2021.
197 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2023.

Based on West Paces Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.