Ameritas Advisory Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Ameritas Advisory Services’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	–	Sell	-12,552	Closed	-$693K	–	2128
2026 Q1	$693K	Buy	12,552 +273	+2%	+$15.8K	0.03%	481
2025 Q4	$707K	Buy	12,279 +11,634	+1,804%	+$669K	0.03%	451
2025 Q3	$37K	Sell	645 -385	-37%	-$21.5K	﹤0.01%	1203
2025 Q2	$55.5K	Buy	+1,030	New	+$50.3K	﹤0.01%	1258
2023 Q2	–	Sell	-758	Closed	-$25K	–	2423
2023 Q1	$25K	Buy	+758	New	+$24.4K	﹤0.01%	1539

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

Ameritas Advisory Services's USXF Position: Q2 2026 in Review

Ameritas Advisory Services sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026, closing a stake of 12,552 shares — an estimated $693K sold.

Ameritas Advisory Services first reported a position in USXF in Q1 2023 and held it in 5 quarters. The position peaked at $707K in Q4 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Ameritas Advisory Services reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 12,552 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $693K.
Ameritas Advisory Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and held it in 5 quarters.
Ameritas Advisory Services's iShares ESG Advanced MSCI USA ETF position peaked at $707K in Q4 2025.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.