Sage Financial Management Group, Inc. Ishares Esg Advanced Msci Usa Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 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 7,930 shares of USXF stock, worth $402,844. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,930
Previous 4,044
96.09%
Holding current value
$402,844
Previous $201,000
84.08%
% of portfolio
0.13%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding USXF
# of Institutions
261Shares Held
21MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.17MShares$263 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$137 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.19MShares$60.4 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$58.9 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA669KShares$34 Million1.12% of portfolio