Axxcess Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Axxcess Wealth Management’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	$376K	Buy	+5,411	New	+$350K	0.01%	798
2026 Q1	–	Sell	-4,929	Closed	-$284K	–	968
2025 Q4	$284K	Buy	4,929 +448	+10%	+$25.8K	﹤0.01%	867
2025 Q3	$257K	Sell	4,481 -1,164	-21%	-$64.9K	0.01%	810
2025 Q2	$304K	Buy	5,645 +558	+11%	+$27.3K	0.01%	709
2025 Q1	$237K	Buy	5,087 +283	+6%	+$14.1K	0.01%	765
2024 Q4	$239K	Buy	+4,804	New	+$244K	0.01%	746

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Axxcess Wealth Management's USXF Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 5,411 shares worth $376K. The stake represents 0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in USXF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in USXF in Q4 2024 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Axxcess Wealth Management held 5,411 shares of iShares ESG Advanced MSCI USA ETF worth $376K as of Q2 2026.
iShares ESG Advanced MSCI USA ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #798 holding.
Axxcess Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.