Betterment LLC
USXF icon

Betterment LLC’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Betterment LLC’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
Q1 		– Sell
-6,537
Closed -$376K – 632
2025
Q4 		$376K Buy
6,537
+208
+3% +$12K ﹤0.01% 457
2025
Q3 		$363K Sell
6,329
-575
-8% -$32.1K ﹤0.01% 432
2025
Q2 		$372K Sell
6,904
-408
-6% -$19.9K ﹤0.01% 402
2025
Q1 		$341K Buy
7,312
+557
+8% +$27.7K ﹤0.01% 381
2024
Q4 		$336K Sell
6,755
-129
-2% -$6.55K ﹤0.01% 368
2024
Q3 		$338K Buy
6,884
+28
+0.4% +$1.32K ﹤0.01% 354
2024
Q2 		$319K Sell
6,856
-1,914
-22% -$85.5K ﹤0.01% 337
2024
Q1 		$396K Sell
8,770
-942
-10% -$40K ﹤0.01% 282
2023
Q4 		$387K Sell
9,712
-591
-6% -$21.6K ﹤0.01% 252
2023
Q3 		$357K Sell
10,303
-145
-1% -$5.24K ﹤0.01% 246
2023
Q2 		$376K Sell
10,448
-370
-3% -$12.5K ﹤0.01% 226
2023
Q1 		$358K Sell
10,818
-1,366
-11% -$44K ﹤0.01% 219
2022
Q4 		$374K Sell
12,184
-1,418
-10% -$43K ﹤0.01% 210
2022
Q3 		$406K Hold
13,602
– – ﹤0.01% 189
2022
Q2 		$406K Buy
13,602
+786
+6% +$25.3K ﹤0.01% 189
2022
Q1 		$457K Buy
12,816
+185
+1% +$6.6K ﹤0.01% 178
2021
Q4 		$498K Buy
12,631
+763
+6% +$29.3K ﹤0.01% 160
2021
Q3 		$429K Buy
11,868
+4,360
+58% +$162K ﹤0.01% 158
2021
Q2 		$273K Buy
+7,508
New +$263K ﹤0.01% 156

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Envestnet Asset Management
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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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Betterment LLC's USXF Position: Q1 2026 in Review

Betterment LLC sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2026, closing a stake of 6,537 shares — an estimated $376K sold.

Betterment LLC first reported a position in USXF in Q2 2021 and held it in 19 quarters. The position peaked at $498K in Q4 2021. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • Betterment LLC reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Betterment LLC sold 6,537 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $376K.
  • Betterment LLC first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and held it in 19 quarters.
  • Betterment LLC's iShares ESG Advanced MSCI USA ETF position peaked at $498K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.