Highland Financial Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History
Highland Financial Advisors, LLC
- $308 Million
- Q2 2025
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 38,320 shares of USXF stock, worth $2.14 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
38,320
Previous 32,416
18.21%
Holding current value
$2.14 Million
Previous $1.51 Million
37.09%
% of portfolio
0.67%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding USXF
# of Institutions
282Shares Held
18.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.73MShares$208 Million0.06% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$150 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.04MShares$58 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA770KShares$42.9 Million0.17% of portfolio
-
Sei Investments CO Oaks, PA715KShares$39.9 Million0.05% of portfolio