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USXF icon

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

Birchbrook’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 		$50.6K Sell
729
-85
-10% -$5.5K 0.02% 134
2026
Q1 		$44.9K Hold
814
– – 0.02% 129
2025
Q4 		$46.9K Buy
814
+458
+129% +$26.4K 0.02% 126
2025
Q3 		$20.4K Hold
356
– – 0.01% 161
2025
Q2 		$19.2K Buy
356
+44
+14% +$2.15K 0.01% 162
2025
Q1 		$14.6K Sell
312
-233
-43% -$11.6K 0.01% 172
2024
Q4 		$27.1K Hold
545
– – 0.02% 144
2024
Q3 		$26.7K Sell
545
-59
-10% -$2.78K 0.01% 140
2024
Q2 		$28.1K Hold
604
– – 0.02% 146
2024
Q1 		$27.3K Sell
604
-106
-15% -$4.5K 0.02% 150
2023
Q4 		$28.3K Buy
+710
New +$26K 0.02% 146

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Birchbrook's USXF Position: Q2 2026 in Review

Birchbrook reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 10% in Q2 2026, selling an estimated $5.5K and leaving 729 shares worth $50.6K. The position accounts for 0.02% of the portfolio, ranked #134.

Birchbrook first reported a position in USXF in Q4 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Birchbrook held 729 shares of iShares ESG Advanced MSCI USA ETF worth $50.6K as of Q2 2026.
  • Birchbrook sold 85 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $5.5K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Birchbrook's portfolio in Q2 2026, its #134 holding.
  • Birchbrook first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.