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

Atria Wealth Solutions’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
2025
Q2 		$1.12M Sell
20,708
-109,821
-84% -$5.37M 0.03% 596
2025
Q1 		$6.09M Sell
130,529
-9,878
-7% -$491K 0.07% 283
2024
Q4 		$6.98M Buy
140,407
+7,879
+6% +$400K 0.08% 268
2024
Q3 		$6.5M Buy
132,528
+827
+0.6% +$39K 0.07% 283
2024
Q2 		$6.13M Sell
131,701
-165
-0.1% -$7.37K 0.07% 293
2024
Q1 		$5.95M Buy
131,866
+10,255
+8% +$435K 0.07% 296
2023
Q4 		$4.84M Buy
121,611
+11,082
+10% +$405K 0.06% 317
2023
Q3 		$3.84M Sell
110,529
-2,183
-2% -$78.9K 0.05% 356
2023
Q2 		$4.05M Buy
112,712
+1,203
+1% +$40.6K 0.06% 344
2023
Q1 		$3.69M Buy
111,509
+13,448
+14% +$433K 0.05% 346
2022
Q4 		$3.01M Sell
98,061
-3,335
-3% -$101K 0.05% 382
2022
Q3 		$2.84M Buy
101,396
+1,064
+1% +$33.3K 0.05% 363
2022
Q2 		$3M Sell
100,332
-30,111
-23% -$971K 0.06% 339
2022
Q1 		$4.66M Buy
+130,443
New +$4.66M 0.08% 269

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Atria Wealth Solutions's USXF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 84% in Q2 2025, selling an estimated $5.37M and leaving 20,708 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #596.

Atria Wealth Solutions first reported a position in USXF in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.98M in Q4 2024. 266 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • Atria Wealth Solutions held 20,708 shares of iShares ESG Advanced MSCI USA ETF worth $1.12M as of Q2 2025.
  • Atria Wealth Solutions sold 109,821 iShares ESG Advanced MSCI USA ETF shares in Q2 2025, an estimated $5.37M.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #596 holding.
  • Atria Wealth Solutions first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares ESG Advanced MSCI USA ETF position peaked at $6.98M in Q4 2024.
  • 266 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.