Atria Investments’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Atria Investments’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	$526K	Sell	7,568 -1,801	-19%	-$117K	0.01%	1488
2026 Q1	$517K	Buy	9,369 +749	+9%	+$43.3K	0.01%	1432
2025 Q4	$496K	Buy	8,620 +533	+7%	+$30.7K	0.01%	1450
2025 Q3	$463K	Sell	8,087 -1,620	-17%	-$90.4K	0.01%	1461
2025 Q2	$523K	Sell	9,707 -1,336	-12%	-$65.3K	0.01%	1392
2025 Q1	$515K	Buy	11,043 +142	+1%	+$7.05K	0.01%	1341
2024 Q4	$542K	Sell	10,901 -1,700	-13%	-$86.4K	0.01%	1288
2024 Q3	$618K	Buy	12,601 +559	+5%	+$26.4K	0.01%	1226
2024 Q2	$561K	Buy	+12,042	New	+$538K	0.01%	1249

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

Atria Investments's USXF Position: Q2 2026 in Review

Atria Investments reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 19% in Q2 2026, selling an estimated $117K and leaving 7,568 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #1488.

Atria Investments first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $618K in Q3 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Atria Investments held 7,568 shares of iShares ESG Advanced MSCI USA ETF worth $526K as of Q2 2026.
Atria Investments sold 1,801 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $117K.
iShares ESG Advanced MSCI USA ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1488 holding.
Atria Investments first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's iShares ESG Advanced MSCI USA ETF position peaked at $618K in Q3 2024.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.