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

Apella Capital’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 		$15.2M Sell
227,544
-1,677
-0.7% -$109K 0.22% 88
2026
Q1 		$14.2M Buy
+229,221
New +$13.3M 0.21% 90

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

Apella Capital's USXF Position: Q2 2026 in Review

Apella Capital reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.73% in Q2 2026, selling an estimated $109K and leaving 227,544 shares worth $15.2M. The position accounts for 0.22% of the portfolio, ranked #88.

Apella Capital first reported a position in USXF in Q1 2026 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Apella Capital held 227,544 shares of iShares ESG Advanced MSCI USA ETF worth $15.2M as of Q2 2026.
  • Apella Capital sold 1,677 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $109K.
  • iShares ESG Advanced MSCI USA ETF made up 0.22% of Apella Capital's portfolio in Q2 2026, its #88 holding.
  • Apella Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.