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Aufman Associates’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Aufman Associates’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 		$1.27M Buy
18,217
+29
+0.2% +$1.88K 0.5% 15
2026
Q1 		$1M Buy
18,188
+1,603
+10% +$92.7K 0.49% 19
2025
Q4 		$955K Buy
16,585
+929
+6% +$53.5K 0.49% 20
2025
Q3 		$897K Buy
15,656
+2,008
+15% +$112K 0.51% 21
2025
Q2 		$736K Hold
13,648
– – 0.45% 24
2025
Q1 		$637K Buy
13,648
+30
+0.2% +$1.49K 0.44% 24
2024
Q4 		$677K Buy
13,618
+46
+0.3% +$2.34K 0.46% 22
2024
Q3 		$666K Buy
13,572
+1
+0% +$47 0.43% 22
2024
Q2 		$632K Buy
13,571
+26
+0.2% +$1.16K 0.45% 21
2024
Q1 		$612K Sell
13,545
-5
-0% -$212 0.43% 20
2023
Q4 		$540K Sell
13,550
-452
-3% -$16.5K 0.41% 20
2023
Q3 		$485K Hold
14,002
– – 0.41% 21
2023
Q2 		$503K Sell
14,002
-247
-2% -$8.34K 0.42% 21
2023
Q1 		$471K Buy
14,249
+3,397
+31% +$109K 0.4% 23
2022
Q4 		$333K Buy
10,852
+1,327
+14% +$40.2K 0.31% 28
2022
Q3 		$267K Sell
9,525
-133
-1% -$4.16K 0.28% 31
2022
Q2 		$288K Hold
9,658
– – 0.27% 31
2022
Q1 		$345K Buy
9,658
+2,748
+40% +$98.1K 0.27% 31
2021
Q4 		$273K Buy
+6,910
New +$265K 0.2% 38

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

Aufman Associates's USXF Position: Q2 2026 in Review

Aufman Associates increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.16% in Q2 2026, buying an estimated $1.88K and bringing the position to 18,217 shares worth $1.27M. The position accounts for 0.5% of the portfolio, ranked #15.

Aufman Associates first reported a position in USXF in Q4 2021 and has held it in 19 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Aufman Associates held 18,217 shares of iShares ESG Advanced MSCI USA ETF worth $1.27M as of Q2 2026.
  • Aufman Associates bought 29 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $1.88K.
  • iShares ESG Advanced MSCI USA ETF made up 0.5% of Aufman Associates's portfolio in Q2 2026, its #15 holding.
  • Aufman Associates first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.