Accel Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Accel Wealth Management’s Portfolio USXF Stock Details USXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Buy	+2,898	New	+$188K	0.05%	295

Other funds holding USXF

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

Accel Wealth Management's USXF Position: Q2 2026 in Review

Accel Wealth Management opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 2,898 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #295 among its holdings.

120 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Accel Wealth Management held 2,898 shares of iShares ESG Advanced MSCI USA ETF worth $201K as of Q2 2026.
iShares ESG Advanced MSCI USA ETF was a new Accel Wealth Management position in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #295 holding.
120 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.