AM
USXF icon

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

AGF 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 		$431K Sell
6,200
-1,600
-21% -$104K ﹤0.01% 620
2026
Q1 		$431K Sell
7,800
-600
-7% -$34.7K ﹤0.01% 600
2025
Q4 		$484K Sell
8,400
-1,000
-11% -$57.5K ﹤0.01% 608
2025
Q3 		$539K Buy
9,400
+2,700
+40% +$151K ﹤0.01% 600
2025
Q2 		$361K Sell
6,700
-500
-7% -$24.4K ﹤0.01% 604
2025
Q1 		$336K Sell
7,200
-700
-9% -$34.8K ﹤0.01% 628
2024
Q4 		$393K Buy
7,900
+400
+5% +$20.3K ﹤0.01% 655
2024
Q3 		$368K Buy
7,500
+300
+4% +$14.2K ﹤0.01% 645
2024
Q2 		$335K Sell
7,200
-1,200
-14% -$53.6K ﹤0.01% 659
2024
Q1 		$379K Buy
8,400
+400
+5% +$17K ﹤0.01% 658
2023
Q4 		$319K Buy
8,000
+300
+4% +$11K ﹤0.01% 681
2023
Q3 		$267K Sell
7,700
-300
-4% -$10.8K ﹤0.01% 704
2023
Q2 		$288K Hold
8,000
– – ﹤0.01% 638
2023
Q1 		$265K Hold
8,000
– – ﹤0.01% 719
2022
Q4 		$245K Buy
+8,000
New +$242K ﹤0.01% 734

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

AGF Management's USXF Position: Q2 2026 in Review

AGF Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 21% in Q2 2026, selling an estimated $104K and leaving 6,200 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

AGF Management first reported a position in USXF in Q4 2022 and has held it in 15 quarters since. The position peaked at $539K in Q3 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • AGF Management held 6,200 shares of iShares ESG Advanced MSCI USA ETF worth $431K as of Q2 2026.
  • AGF Management sold 1,600 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $104K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of AGF Management's portfolio in Q2 2026, its #620 holding.
  • AGF Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • AGF Management's iShares ESG Advanced MSCI USA ETF position peaked at $539K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.