Sage Financial Management Group, Inc. Ishares Esg Advanced Msci Usa Transaction History
Sage Financial Management Group, Inc.
- $289 Million
- Q2 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 7,884 shares of USXF stock, worth $440,715. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,884
Previous 7,930
0.58%
Holding current value
$440,715
Previous $370,000
14.86%
% of portfolio
0.15%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding USXF
# of Institutions
265Shares Held
20.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.17MShares$289 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$151 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$64.8 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA770KShares$43.1 Million0.17% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA673KShares$37.6 Million1.22% of portfolio