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Advisory Services Network’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Advisory Services Network’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 		$676K Buy
9,731
+441
+5% +$28.5K 0.01% 1228
2026
Q1 		$513K Buy
9,290
+116
+1% +$6.71K 0.01% 1265
2025
Q4 		$528K Buy
9,174
+6,144
+203% +$354K 0.01% 1185
2025
Q3 		$174K Sell
3,030
-996
-25% -$55.6K ﹤0.01% 1762
2025
Q2 		$223K Sell
4,026
-956
-19% -$46.7K ﹤0.01% 1595
2025
Q1 		$233K Buy
4,982
+10
+0.2% +$497 ﹤0.01% 1440
2024
Q4 		$247K Sell
4,972
-1,352
-21% -$68.7K ﹤0.01% 1397
2024
Q3 		$295K Hold
6,324
– – 0.01% 1214
2024
Q2 		$295K Sell
6,324
-4
-0.1% -$179 0.01% 1214
2024
Q1 		$286K Buy
6,328
+121
+2% +$5.14K 0.01% 1170
2023
Q4 		$247K Buy
6,207
+244
+4% +$8.92K 0.01% 1174
2023
Q3 		$207K Sell
5,963
-256
-4% -$9.26K 0.01% 1305
2023
Q2 		$224K Buy
6,219
+41
+0.7% +$1.39K 0.01% 1255
2023
Q1 		$204K Buy
6,178
+383
+7% +$12.3K 0.01% 1286
2022
Q4 		$178K Buy
+5,795
New +$176K 0.01% 1323
2022
Q2 		– Sell
-8,209
Closed -$293K – 1508
2022
Q1 		$293K Buy
8,209
+291
+4% +$10.4K 0.01% 1169
2021
Q4 		$312K Buy
7,918
+456
+6% +$17.5K 0.01% 1115
2021
Q3 		$269K Buy
7,462
+2,636
+55% +$98.1K 0.01% 1152
2021
Q2 		$175K Buy
+4,826
New +$169K 0.01% 1333
2021
Q1 		– Sell
-2,794
Closed -$87K – 2865
2020
Q4 		$87K Buy
+2,794
New +$82.8K ﹤0.01% 1391

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

Advisory Services Network's USXF Position: Q2 2026 in Review

Advisory Services Network increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.7% in Q2 2026, buying an estimated $28.5K and bringing the position to 9,731 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #1228.

Advisory Services Network first reported a position in USXF in Q4 2020 and has held it in 20 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Advisory Services Network held 9,731 shares of iShares ESG Advanced MSCI USA ETF worth $676K as of Q2 2026.
  • Advisory Services Network bought 441 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $28.5K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1228 holding.
  • Advisory Services Network first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 20 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.