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USXF icon

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
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 		$3.29M 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

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Allworth Financial's USXF Position: Q2 2026 in Review

Allworth Financial reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.03% in Q2 2026, selling an estimated $6.15K and leaving 289,925 shares worth $20.1M. The position accounts for 0.09% of the portfolio, ranked #147.

Allworth Financial first reported a position in USXF in Q3 2021 and has held it in 20 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Allworth Financial held 289,925 shares of iShares ESG Advanced MSCI USA ETF worth $20.1M as of Q2 2026.
  • Allworth Financial sold 95 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $6.15K.
  • iShares ESG Advanced MSCI USA ETF made up 0.09% of Allworth Financial's portfolio in Q2 2026, its #147 holding.
  • Allworth Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.