Apollon Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Apollon Wealth Management’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	$253K	Sell	3,641 -784	-18%	-$50.7K	﹤0.01%	1374
2026 Q1	$244K	Sell	4,425 -167	-4%	-$9.66K	﹤0.01%	1222
2025 Q4	$264K	Hold	4,592	–	–	﹤0.01%	1113
2025 Q3	$263K	Hold	4,592	–	–	﹤0.01%	1105
2025 Q2	$248K	Buy	4,592 +173	+4%	+$8.45K	﹤0.01%	1089
2025 Q1	$206K	Sell	4,419 -459	-9%	-$22.8K	﹤0.01%	1092
2024 Q4	$243K	Sell	4,878 -1,066	-18%	-$54.2K	0.01%	1025
2024 Q3	$292K	Hold	5,944	–	–	0.01%	916
2024 Q2	$277K	Sell	5,944 -2,565	-30%	-$115K	0.01%	895
2024 Q1	$384K	Sell	8,509 -975	-10%	-$41.4K	0.01%	780
2023 Q4	$378K	Buy	+9,484	New	+$347K	0.01%	757
2023 Q3	–	Sell	-6,005	Closed	-$216K	–	998
2023 Q2	$216K	Sell	6,005 -43	-0.7%	-$1.45K	0.01%	846
2023 Q1	$200K	Buy	+6,048	New	+$195K	0.01%	794

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

Apollon Wealth Management's USXF Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 18% in Q2 2026, selling an estimated $50.7K and leaving 3,641 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Apollon Wealth Management first reported a position in USXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $384K in Q1 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Apollon Wealth Management held 3,641 shares of iShares ESG Advanced MSCI USA ETF worth $253K as of Q2 2026.
Apollon Wealth Management sold 784 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $50.7K.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1374 holding.
Apollon Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and has held it in 13 quarters since.
Apollon Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $384K in Q1 2024.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.