Sax Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,750 shares of USXF stock, worth $213,037. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,750

Holding current value

$213,037

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$53.69 - $57.31 $201,337 - $214,912	3,750 New	3,750 $214,000

Others Institutions Holding USXF

# of Institutions

288

Shares Held

18M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

3.73M
Shares

$212 Million
0.06% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$153 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.04M
Shares

$59.1 Million
0.02% of portfolio
Sei Investments CO Oaks, PA

715K
Shares

$40.6 Million
0.05% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

667K
Shares

$37.9 Million
1.21% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Sax Wealth Advisors, LLC Ishares Esg Advanced Msci Usa Transaction History