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Ally Invest Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Ally Invest Advisors’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 		$3.65M Buy
52,573
+1,009
+2% +$65.3K 0.22% 26
2026
Q1 		$2.85M Buy
51,564
+470
+0.9% +$27.2K 0.19% 27
2025
Q4 		$2.94M Sell
51,094
-5,566
-10% -$320K 0.2% 26
2025
Q3 		$3.25M Buy
56,660
+2,429
+4% +$135K 0.23% 25
2025
Q2 		$2.92M Buy
54,231
+7,877
+17% +$385K 0.23% 25
2025
Q1 		$2.16M Buy
46,354
+4,884
+12% +$243K 0.19% 27
2024
Q4 		$2.06M Buy
41,470
+870
+2% +$44.2K 0.18% 27
2024
Q3 		$1.99M Buy
40,600
+3,373
+9% +$159K 0.18% 26
2024
Q2 		$1.73M Sell
37,227
-1,164
-3% -$52K 0.17% 24
2024
Q1 		$1.73M Buy
38,391
+229
+0.6% +$9.72K 0.17% 24
2023
Q4 		$1.52M Buy
38,162
+2,001
+6% +$73.2K 0.16% 22
2023
Q3 		$1.25M Buy
36,161
+374
+1% +$13.5K 0.15% 23
2023
Q2 		$1.29M Buy
35,787
+5,087
+17% +$172K 0.15% 23
2023
Q1 		$1.02M Buy
30,700
+5,183
+20% +$167K 0.12% 23
2022
Q4 		$782K Buy
25,517
+8,207
+47% +$249K 0.1% 21
2022
Q3 		$485K Buy
17,310
+8,766
+103% +$274K 0.07% 21
2022
Q2 		$255K Buy
+8,544
New +$275K 0.03% 20

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

Ally Invest Advisors's USXF Position: Q2 2026 in Review

Ally Invest Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2% in Q2 2026, buying an estimated $65.3K and bringing the position to 52,573 shares worth $3.65M. The position accounts for 0.22% of the portfolio, ranked #26.

Ally Invest Advisors first reported a position in USXF in Q2 2022 and has held it in 17 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Ally Invest Advisors held 52,573 shares of iShares ESG Advanced MSCI USA ETF worth $3.65M as of Q2 2026.
  • Ally Invest Advisors bought 1,009 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $65.3K.
  • iShares ESG Advanced MSCI USA ETF made up 0.22% of Ally Invest Advisors's portfolio in Q2 2026, its #26 holding.
  • Ally Invest Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.