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Accredited Investors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Accredited Investors’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 		$4.94M Buy
71,097
+451
+0.6% +$29.2K 0.21% 47
2026
Q1 		$3.9M Sell
70,646
-1,452
-2% -$84K 0.21% 52
2025
Q4 		$4.15M Sell
72,098
-2,836
-4% -$163K 0.22% 50
2025
Q3 		$4.29M Sell
74,934
-3,677
-5% -$205K 0.24% 46
2025
Q2 		$4.24M Sell
78,611
-4,014
-5% -$196K 0.25% 45
2025
Q1 		$3.86M Buy
82,625
+4,886
+6% +$243K 0.24% 43
2024
Q4 		$3.87M Buy
77,739
+7,498
+11% +$381K 0.23% 43
2024
Q3 		$3.45M Sell
70,241
-719
-1% -$33.9K 0.2% 46
2024
Q2 		$3.31M Buy
70,960
+7,018
+11% +$314K 0.21% 43
2024
Q1 		$2.89M Sell
63,942
-1,728
-3% -$73.4K 0.19% 49
2023
Q4 		$2.61M Buy
65,670
+7,277
+12% +$266K 0.19% 52
2023
Q3 		$2.02M Buy
58,393
+259
+0.4% +$9.37K 0.15% 52
2023
Q2 		$2.09M Buy
58,134
+2,586
+5% +$87.4K 0.15% 51
2023
Q1 		$1.84M Sell
55,548
-905
-2% -$29.2K 0.14% 53
2022
Q4 		$1.73M Buy
56,453
+10,539
+23% +$319K 0.15% 55
2022
Q3 		$1.29M Buy
45,914
+3,503
+8% +$110K 0.15% 52
2022
Q2 		$1.27M Buy
42,411
+693
+2% +$22.3K 0.15% 56
2022
Q1 		$1.49M Buy
41,718
+11,467
+38% +$409K 0.13% 56
2021
Q4 		$1.19M Buy
30,251
+3,620
+14% +$139K 0.11% 68
2021
Q3 		$962K Sell
26,631
-425
-2% -$15.8K 0.1% 72
2021
Q2 		$982K Buy
27,056
+3,644
+16% +$128K 0.1% 73
2021
Q1 		$776K Buy
23,412
+2,178
+10% +$70.5K 0.1% 80
2020
Q4 		$665K Buy
21,234
+1,058
+5% +$31.4K 0.11% 79
2020
Q3 		$565K Buy
+20,176
New +$554K 0.12% 80

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Accredited Investors's USXF Position: Q2 2026 in Review

Accredited Investors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.64% in Q2 2026, buying an estimated $29.2K and bringing the position to 71,097 shares worth $4.94M. The position accounts for 0.21% of the portfolio, ranked #47.

Accredited Investors first reported a position in USXF in Q3 2020 and has held it in 24 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Accredited Investors held 71,097 shares of iShares ESG Advanced MSCI USA ETF worth $4.94M as of Q2 2026.
  • Accredited Investors bought 451 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $29.2K.
  • iShares ESG Advanced MSCI USA ETF made up 0.21% of Accredited Investors's portfolio in Q2 2026, its #47 holding.
  • Accredited Investors first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.