Atlantic Edge Private Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Atlantic Edge Private 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	$3.13K	Hold	45	–	–	﹤0.01%	529
2026 Q1	$2.48K	Hold	45	–	–	﹤0.01%	520
2025 Q4	$2.59K	Hold	45	–	–	﹤0.01%	507
2025 Q3	$2.58K	Hold	45	–	–	﹤0.01%	486
2025 Q2	$2.43K	Hold	45	–	–	﹤0.01%	464
2025 Q1	$2.1K	Hold	45	–	–	﹤0.01%	455
2024 Q4	$2.24K	Hold	45	–	–	﹤0.01%	437
2024 Q3	$2.21K	Hold	45	–	–	﹤0.01%	442
2024 Q2	$2.1K	Buy	+45	New	+$2.01K	﹤0.01%	426

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

Atlantic Edge Private Wealth Management's USXF Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 45 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Atlantic Edge Private Wealth Management first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Atlantic Edge Private Wealth Management held 45 shares of iShares ESG Advanced MSCI USA ETF worth $3.13K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #529 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

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