A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 4,086 shares of USXF stock, worth $232,779. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,086
Previous 4,071 0.37%
Holding current value
$232,779
Previous $233,000 0.43%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$56.25 - $59.38 $843 - $890
15 Added 0.37%
4,086 $232,000
Q3 2025

Oct 17, 2025

SELL
$53.69 - $57.31 $67,542 - $72,095
-1,258 Reduced 23.61%
4,071 $233,000
Q2 2025

Jul 25, 2025

SELL
$41.54 - $53.93 $85,904 - $111,527
-2,068 Reduced 27.96%
5,329 $287,000
Q1 2025

Apr 11, 2025

BUY
$46.38 - $52.65 $34,321 - $38,961
740 Added 11.12%
7,397 $343,000
Q4 2024

Jan 14, 2025

BUY
$48.45 - $52.57 $322,531 - $349,958
6,657 New
6,657 $330,000

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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