Ameriprise
USXF icon

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

Ameriprise’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
Q1 		$1.61M Buy
29,247
+8,938
+44% +$517K ﹤0.01% 3055
2025
Q4 		$1.17M Buy
20,309
+9,888
+95% +$569K ﹤0.01% 3258
2025
Q3 		$597K Buy
+10,421
New +$581K ﹤0.01% 3568
2024
Q4 		– Sell
-4,977
Closed -$244K – 4167
2024
Q3 		$244K Buy
+4,977
New +$235K ﹤0.01% 3702
2024
Q1 		– Sell
-9,872
Closed -$393K – 3960
2023
Q4 		$393K Buy
+9,872
New +$361K ﹤0.01% 3537

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return