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

AE 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 		$375K Buy
5,405
+1,868
+53% +$121K ﹤0.01% 1368
2026
Q1 		$195K Sell
3,537
-653
-16% -$37.8K ﹤0.01% 1610
2025
Q4 		$241K Buy
4,190
+1,160
+38% +$66.7K ﹤0.01% 1425
2025
Q3 		$174K Sell
3,030
-146
-5% -$8.14K ﹤0.01% 1436
2025
Q2 		$171K Sell
3,176
-1,150
-27% -$56.2K ﹤0.01% 1349
2025
Q1 		$202K Sell
4,326
-1,180
-21% -$58.6K ﹤0.01% 1274
2024
Q4 		$274K Sell
5,506
-421
-7% -$21.4K ﹤0.01% 1140
2024
Q3 		$291K Buy
5,927
+85
+1% +$4.01K ﹤0.01% 1041
2024
Q2 		$272K Sell
5,842
-10
-0.2% -$447 ﹤0.01% 1063
2024
Q1 		$264K Sell
5,852
-14,330
-71% -$609K ﹤0.01% 1002
2023
Q4 		$833K Sell
20,182
-2,063
-9% -$75.4K ﹤0.01% 1221
2023
Q3 		$771K Sell
22,245
-2,699
-11% -$97.6K ﹤0.01% 1203
2023
Q2 		$897K Buy
24,944
+2,506
+11% +$84.7K 0.01% 1132
2023
Q1 		$742K Sell
22,438
-3,327
-13% -$107K ﹤0.01% 1167
2022
Q4 		$790K Sell
25,765
-2,882
-10% -$87.3K 0.01% 1090
2022
Q3 		$803K Sell
28,647
-562
-2% -$17.6K 0.01% 1032
2022
Q2 		$872K Sell
29,209
-4,243
-13% -$137K 0.01% 935
2022
Q1 		$1.19M Sell
33,452
-3,598
-10% -$128K 0.01% 862
2021
Q4 		$1.46M Buy
37,050
+16,125
+77% +$620K 0.01% 799
2021
Q3 		$756K Buy
20,925
+11,162
+114% +$416K 0.01% 970
2021
Q2 		$354K Buy
+9,763
New +$342K ﹤0.01% 1276

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

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

AE Wealth Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 53% in Q2 2026, buying an estimated $121K and bringing the position to 5,405 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

AE Wealth Management first reported a position in USXF in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.46M in Q4 2021. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • AE Wealth Management held 5,405 shares of iShares ESG Advanced MSCI USA ETF worth $375K as of Q2 2026.
  • AE Wealth Management bought 1,868 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $121K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1368 holding.
  • AE Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • AE Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $1.46M in Q4 2021.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.