AAS
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Avantax Advisory Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Avantax Advisory Services’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 		$1.89M Sell
35,077
-3,716
-10% -$182K 0.01% 826
2025
Q1 		$1.81M Buy
38,793
+4,027
+12% +$200K 0.01% 786
2024
Q4 		$1.73M Buy
34,766
+3,753
+12% +$191K 0.01% 780
2024
Q3 		$1.52M Buy
31,013
+182
+0.6% +$8.59K 0.01% 812
2024
Q2 		$1.44M Buy
30,831
+1,968
+7% +$87.9K 0.01% 802
2024
Q1 		$1.3M Buy
28,863
+5,473
+23% +$232K 0.01% 667
2023
Q4 		$931K Sell
23,390
-374
-2% -$13.7K 0.01% 739
2023
Q3 		$824K Buy
23,764
+1,004
+4% +$36.3K 0.01% 753
2023
Q2 		$818K Sell
22,760
-224
-1% -$7.57K 0.01% 754
2023
Q1 		$760K Buy
22,984
+7,945
+53% +$256K 0.01% 756
2022
Q4 		$461K Sell
15,039
-28
-0.2% -$848 0.01% 903
2022
Q3 		$422K Sell
15,067
-524
-3% -$16.4K 0.01% 852
2022
Q2 		$466K Buy
15,591
+856
+6% +$27.6K 0.01% 816
2022
Q1 		$524K Buy
14,735
+5,171
+54% +$185K 0.01% 773
2021
Q4 		$377K Buy
9,564
+3,275
+52% +$126K 0.01% 870
2021
Q3 		$227K Buy
+6,289
New +$234K ﹤0.01% 1053

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $108B AUM 26.14% 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 $1.56T AUM 27.86% 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 $83.3B AUM 31.19% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Avantax Advisory Services's USXF Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 9.6% in Q2 2025, selling an estimated $182K and leaving 35,077 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #826.

Avantax Advisory Services first reported a position in USXF in Q3 2021 and has held it in 16 quarters since. 266 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • Avantax Advisory Services held 35,077 shares of iShares ESG Advanced MSCI USA ETF worth $1.89M as of Q2 2025.
  • Avantax Advisory Services sold 3,716 iShares ESG Advanced MSCI USA ETF shares in Q2 2025, an estimated $182K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #826 holding.
  • Avantax Advisory Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 16 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.