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Atwater Malick’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Atwater Malick’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 		$4.74M Hold
68,225
– – 1.03% 22
2026
Q1 		$3.77M Hold
68,225
– – 1.02% 22
2025
Q4 		$3.93M Hold
68,225
– – 1.08% 23
2025
Q3 		$3.91M Hold
68,225
– – 1.14% 25
2025
Q2 		$3.68M Hold
68,225
– – 1.17% 22
2025
Q1 		$3.18M Hold
68,225
– – 1.08% 22
2024
Q4 		$3.39M Buy
68,225
+990
+1% +$50.3K 1.14% 23
2024
Q3 		$3.3M Buy
67,235
+6,330
+10% +$299K 1.06% 24
2024
Q2 		$2.84M Buy
60,905
+14,184
+30% +$634K 0.98% 24
2024
Q1 		$2.11M Buy
46,721
+10,136
+28% +$430K 0.74% 27
2023
Q4 		$1.46M Buy
36,585
+1,579
+5% +$57.7K 0.57% 30
2023
Q3 		$1.21M Buy
35,006
+4,475
+15% +$162K 0.53% 30
2023
Q2 		$1.1M Buy
+30,531
New +$1.03M 0.47% 29

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mackenzie Financial
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atwater Malick's USXF Position: Q2 2026 in Review

Atwater Malick held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 68,225 shares worth $4.74M. The position accounts for 1.03% of the portfolio, ranked #22.

Atwater Malick first reported a position in USXF in Q2 2023 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Atwater Malick held 68,225 shares of iShares ESG Advanced MSCI USA ETF worth $4.74M as of Q2 2026.
  • Atwater Malick left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 1.03% of Atwater Malick's portfolio in Q2 2026, its #22 holding.
  • Atwater Malick first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.