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

Armis Advisers’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	$302K	Buy	4,442 +8	+0.2%	+$518	0.03%	362
2026 Q1	$294K	Hold	4,434	–	–	0.03%	358
2025 Q4	$245K	Buy	+4,434	New	+$255K	0.03%	376
2025 Q3	–	Sell	-8,442	Closed	-$455K	–	496
2025 Q2	$455K	Buy	8,442 +35	+0.4%	+$1.71K	0.04%	298
2025 Q1	$392K	Sell	8,407 -494	-6%	-$24.5K	0.04%	280
2024 Q4	$443K	Buy	+8,901	New	+$452K	0.05%	200

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

Armis Advisers's USXF Position: Q2 2026 in Review

Armis Advisers increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.18% in Q2 2026, buying an estimated $518 and bringing the position to 4,442 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #362.

Armis Advisers first reported a position in USXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $455K in Q2 2025. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Armis Advisers held 4,442 shares of iShares ESG Advanced MSCI USA ETF worth $302K as of Q2 2026.
Armis Advisers bought 8 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $518.
iShares ESG Advanced MSCI USA ETF made up 0.03% of Armis Advisers's portfolio in Q2 2026, its #362 holding.
Armis Advisers first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's iShares ESG Advanced MSCI USA ETF position peaked at $455K in Q2 2025.
300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.