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USXF icon

Attessa Capital’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Attessa Capital’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 		$496K Sell
7,136
-218
-3% -$14.1K 0.22% 27
2026
Q1 		$406K Sell
7,354
-496
-6% -$28.7K 0.22% 26
2025
Q4 		$452K Buy
7,850
+358
+5% +$20.6K 0.25% 22
2025
Q3 		$429K Sell
7,492
-243
-3% -$13.6K 0.25% 22
2025
Q2 		$417K Buy
7,735
+792
+11% +$38.7K 0.27% 25
2025
Q1 		$324K Sell
6,943
-4,380
-39% -$218K 0.21% 32
2024
Q4 		$563K Buy
+11,323
New +$575K 0.38% 23

Other funds holding USXF

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Attessa Capital's USXF Position: Q2 2026 in Review

Attessa Capital reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3% in Q2 2026, selling an estimated $14.1K and leaving 7,136 shares worth $496K. The position accounts for 0.22% of the portfolio, ranked #27.

Attessa Capital first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $563K in Q4 2024. 133 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Attessa Capital held 7,136 shares of iShares ESG Advanced MSCI USA ETF worth $496K as of Q2 2026.
  • Attessa Capital sold 218 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $14.1K.
  • iShares ESG Advanced MSCI USA ETF made up 0.22% of Attessa Capital's portfolio in Q2 2026, its #27 holding.
  • Attessa Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • Attessa Capital's iShares ESG Advanced MSCI USA ETF position peaked at $563K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Attessa Capital's 13F filing for Q2 2026, filed 8 Jul 2026.