Mbe Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History
Mbe Wealth Management, LLC
- $212 Million
- Q3 2025
A detailed history of Mbe Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 9,736 shares of USXF stock, worth $553,102. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,736
Previous 11,847
17.82%
Holding current value
$553,102
Previous $638,000
12.7%
% of portfolio
0.26%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding USXF
# of Institutions
287Shares Held
18MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.73MShares$212 Million0.06% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$153 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.04MShares$59.1 Million0.02% of portfolio
-
Sei Investments CO Oaks, PA715KShares$40.6 Million0.05% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA667KShares$37.9 Million1.21% of portfolio