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

Amara 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	$2.57M	Buy	36,954 +1,263	+4%	+$81.7K	1.54%	13
2026 Q1	$1.97M	Buy	35,691 +9,160	+35%	+$530K	1.36%	14
2025 Q4	$1.53M	Buy	26,531 +1,795	+7%	+$103K	1.06%	16
2025 Q3	$1.42M	Buy	24,736 +90	+0.4%	+$5.02K	1.04%	17
2025 Q2	$1.33M	Buy	24,646 +324	+1%	+$15.8K	1.17%	14
2025 Q1	$1.14M	Buy	24,322 +2,360	+11%	+$117K	1.05%	14
2024 Q4	$1.09M	Buy	21,962 +75	+0.3%	+$3.81K	1.01%	14
2024 Q3	$1.07M	Buy	+21,887	New	+$1.03M	1.03%	14

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Amara Financial's USXF Position: Q2 2026 in Review

Amara Financial increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3.5% in Q2 2026, buying an estimated $81.7K and bringing the position to 36,954 shares worth $2.57M. The position accounts for 1.54% of the portfolio, ranked #13.

Amara Financial first reported a position in USXF in Q3 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Amara Financial held 36,954 shares of iShares ESG Advanced MSCI USA ETF worth $2.57M as of Q2 2026.
Amara Financial bought 1,263 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $81.7K.
iShares ESG Advanced MSCI USA ETF made up 1.54% of Amara Financial's portfolio in Q2 2026, its #13 holding.
Amara Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.