Beacon Pointe Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Beacon Pointe Advisors’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	$7.56M	Buy	108,894 +12,988	+14%	+$840K	0.04%	411
2026 Q1	$5.29M	Buy	95,906 +61,065	+175%	+$3.53M	0.03%	458
2025 Q4	$2.01M	Buy	34,841 +2,466	+8%	+$142K	0.01%	606
2025 Q3	$1.86M	Buy	+32,375	New	+$1.81M	0.02%	562
2023 Q2	–	Sell	-27,016	Closed	-$893K	–	1193
2023 Q1	$893K	Buy	+27,016	New	+$870K	0.02%	574

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

Beacon Pointe Advisors's USXF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 14% in Q2 2026, buying an estimated $840K and bringing the position to 108,894 shares worth $7.56M. The position accounts for 0.04% of the portfolio, ranked #411.

Beacon Pointe Advisors first reported a position in USXF in Q1 2023 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Beacon Pointe Advisors held 108,894 shares of iShares ESG Advanced MSCI USA ETF worth $7.56M as of Q2 2026.
Beacon Pointe Advisors bought 12,988 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $840K.
iShares ESG Advanced MSCI USA ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #411 holding.
Beacon Pointe Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and has held it in 5 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.