Allworth Financial
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Allworth Financial’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Allworth Financial’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
Q3 		$20.3M Buy
292,676
+2,751
+0.9% +$186K 0.07% 163
2026
Q2 		$20.1M Sell
289,925
-95
-0% -$6.15K 0.09% 147
2026
Q1 		$16M Buy
290,020
+2,468
+0.9% +$143K 0.06% 186
2025
Q4 		$16.6M Sell
287,552
-4,656
-2% -$268K 0.07% 168
2025
Q3 		$16.7M Buy
292,208
+9,131
+3% +$509K 0.07% 151
2025
Q2 		$15.3M Sell
283,077
-944
-0.3% -$46.1K 0.07% 150
2025
Q1 		$13.1M Buy
284,021
+6,659
+2% +$331K 0.07% 151
2024
Q4 		$14.5M Sell
277,362
-20,807
-7% -$1.06M 0.08% 131
2024
Q3 		$14.6M Buy
298,169
+5,117
+2% +$241K 0.09% 116
2024
Q2 		$13.7M Buy
293,052
+4,145
+1% +$185K 0.09% 116
2024
Q1 		$13M Buy
288,907
+9,050
+3% +$384K 0.09% 99
2023
Q4 		$11.1M Buy
279,857
+23,873
+9% +$873K 0.09% 106
2023
Q3 		$8.87M Buy
255,984
+48,826
+24% +$1.77M 0.08% 114
2023
Q2 		$7.45M Buy
207,158
+28,024
+16% +$947K 0.06% 127
2023
Q1 		$5.92M Buy
179,134
+43,983
+33% +$1.42M 0.06% 138
2022
Q4 		$4.14M Buy
135,151
+17,558
+15% +$532K 0.05% 165
2022
Q3 		$3.3M Buy
117,593
+21,260
+22% +$665K 0.04% 176
2022
Q2 		$2.88M Buy
96,333
+13,949
+17% +$450K 0.04% 184
2022
Q1 		$2.94M Buy
82,384
+29,415
+56% +$1.05M 0.04% 183
2021
Q4 		$2.09M Buy
52,969
+50,270
+1,863% +$1.93M 0.03% 195
2021
Q3 		$97K Buy
+2,699
New +$100K ﹤0.01% 626

Other funds holding USXF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

Allworth Financial's USXF Position: Q3 2026 in Review

Allworth Financial increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.95% in Q3 2026, buying an estimated $186K and bringing the position to 292,676 shares worth $20.3M. The position accounts for 0.07% of the portfolio, ranked #163.

Allworth Financial first reported a position in USXF in Q3 2021 and has held it in 21 quarters since. 273 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Allworth Financial held 292,676 shares of iShares ESG Advanced MSCI USA ETF worth $20.3M as of Q3 2026.
  • Allworth Financial bought 2,751 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $186K.
  • iShares ESG Advanced MSCI USA ETF made up 0.07% of Allworth Financial's portfolio in Q3 2026, its #163 holding.
  • Allworth Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 21 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.