BFG
USXF icon

Beacon Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Beacon Financial Group’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 		$450K Sell
6,473
-41
-0.6% -$2.65K 0.04% 263
2026
Q1 		$360K Buy
6,514
+383
+6% +$22.2K 0.04% 272
2025
Q4 		$353K Hold
6,131
– – 0.04% 274
2025
Q3 		$351K Sell
6,131
-53
-0.9% -$2.96K 0.03% 276
2025
Q2 		$334K Sell
6,184
-146
-2% -$7.13K 0.03% 277
2025
Q1 		$295K Buy
6,330
+8
+0.1% +$397 0.03% 280
2024
Q4 		$314K Buy
6,322
+33
+0.5% +$1.68K 0.03% 275
2024
Q3 		$309K Buy
6,289
+4
+0.1% +$189 0.03% 281
2024
Q2 		$293K Buy
6,285
+563
+10% +$25.2K 0.03% 269
2024
Q1 		$258K Sell
5,722
-550
-9% -$23.4K 0.03% 295
2023
Q4 		$250K Buy
+6,272
New +$229K 0.03% 286

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Allworth Financial
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

Beacon Financial Group's USXF Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.63% in Q2 2026, selling an estimated $2.65K and leaving 6,473 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #263.

Beacon Financial Group first reported a position in USXF in Q4 2023 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Beacon Financial Group held 6,473 shares of iShares ESG Advanced MSCI USA ETF worth $450K as of Q2 2026.
  • Beacon Financial Group sold 41 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $2.65K.
  • iShares ESG Advanced MSCI USA ETF made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #263 holding.
  • Beacon Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.