Atomic Invest
USXF icon

Atomic Invest’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Atomic Invest’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
Q3 		$65.5K Buy
963
+24
+3% +$1.63K 0.01% 132
2026
Q2 		$64.3K Sell
939
-203
-18% -$13.1K 0.01% 103
2026
Q1 		$60.9K Buy
1,142
+1,069
+1,464% +$61.8K 0.03% 90
2025
Q4 		$4.26K Buy
+73
New +$4.2K ﹤0.01% 269

Other funds holding USXF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Atomic Invest's USXF Position: Q3 2026 in Review

Atomic Invest increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.6% in Q3 2026, buying an estimated $1.63K and bringing the position to 963 shares worth $65.5K. The position accounts for 0.01% of the portfolio, ranked #132.

Atomic Invest first reported a position in USXF in Q4 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Atomic Invest held 963 shares of iShares ESG Advanced MSCI USA ETF worth $65.5K as of Q3 2026.
  • Atomic Invest bought 24 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $1.63K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Atomic Invest's portfolio in Q3 2026, its #132 holding.
  • Atomic Invest first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.