AIM
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Advyzon Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Advyzon Investment 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 		$257K Hold
3,701
– – 0.02% 666
2026
Q1 		$204K Buy
+3,701
New +$214K 0.02% 655

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JP Morgan Chase
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Envestnet Portfolio Solutions
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
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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

Advyzon Investment Management's USXF Position: Q2 2026 in Review

Advyzon Investment Management held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 3,701 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #666.

Advyzon Investment Management first reported a position in USXF in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Advyzon Investment Management held 3,701 shares of iShares ESG Advanced MSCI USA ETF worth $257K as of Q2 2026.
  • Advyzon Investment Management left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #666 holding.
  • Advyzon Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.