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

Aptus Capital Advisors’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 		$902K Sell
12,989
-60
-0.5% -$3.88K 0.01% 641
2026
Q1 		$720K Sell
13,049
-183
-1% -$10.6K 0.01% 640
2025
Q4 		$762K Buy
13,232
+15
+0.1% +$863 0.01% 634
2025
Q3 		$757K Sell
13,217
-205
-2% -$11.4K 0.01% 606
2025
Q2 		$724K Sell
13,422
-355
-3% -$17.3K 0.01% 601
2025
Q1 		$643K Buy
13,777
+8
+0.1% +$397 0.01% 585
2024
Q4 		$685K Buy
13,769
+1,111
+9% +$56.5K 0.01% 559
2024
Q3 		$621K Sell
12,658
-1,210
-9% -$57.1K 0.01% 493
2024
Q2 		$646K Sell
13,868
-679
-5% -$30.3K 0.01% 461
2024
Q1 		$657K Sell
14,547
-25,512
-64% -$1.08M 0.01% 457
2023
Q4 		$1.6M Buy
40,059
+27,530
+220% +$1.01M 0.04% 248
2023
Q3 		$434K Sell
12,529
-757
-6% -$27.4K 0.01% 411
2023
Q2 		$478K Sell
13,286
-546
-4% -$18.4K 0.01% 331
2023
Q1 		$457K Buy
13,832
+5,404
+64% +$174K 0.01% 334
2022
Q4 		$258K Sell
8,428
-14
-0.2% -$424 0.01% 429
2022
Q3 		$237K Sell
8,442
-66
-0.8% -$2.06K 0.01% 415
2022
Q2 		$254K Buy
8,508
+675
+9% +$21.8K 0.01% 343
2022
Q1 		$280K Buy
7,833
+2,576
+49% +$92K 0.01% 369
2021
Q4 		$207K Hold
5,257
– – 0.01% 358
2021
Q3 		$190K Sell
5,257
-282
-5% -$10.5K ﹤0.01% 353
2021
Q2 		$201K Buy
5,539
+499
+10% +$17.5K 0.01% 357
2021
Q1 		$167K Buy
+5,040
New +$163K 0.01% 344

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

Aptus Capital Advisors's USXF Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.46% in Q2 2026, selling an estimated $3.88K and leaving 12,989 shares worth $902K. The position accounts for 0.01% of the portfolio, ranked #641.

Aptus Capital Advisors first reported a position in USXF in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.6M in Q4 2023. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Aptus Capital Advisors held 12,989 shares of iShares ESG Advanced MSCI USA ETF worth $902K as of Q2 2026.
  • Aptus Capital Advisors sold 60 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $3.88K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #641 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • Aptus Capital Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $1.6M in Q4 2023.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.