Braun-Bostich & Associates’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Braun-Bostich & Associates’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	$262K	Sell	3,774 -148	-4%	-$9.58K	0.15%	107
2026 Q1	$216K	Sell	3,922 -9	-0.2%	-$521	0.14%	114
2025 Q4	$226K	Sell	3,931 -482	-11%	-$27.7K	0.14%	110
2025 Q3	$253K	Sell	4,413 -869	-16%	-$48.5K	0.16%	101
2025 Q2	$285K	Sell	5,282 -1,124	-18%	-$54.9K	0.19%	87
2025 Q1	$299K	Buy	6,406 +439	+7%	+$21.8K	0.22%	86
2024 Q4	$297K	Buy	5,967 +372	+7%	+$18.9K	0.21%	78
2024 Q3	$275K	Buy	5,595 +568	+11%	+$26.8K	0.19%	89
2024 Q2	$234K	Buy	+5,027	New	+$225K	0.17%	94

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

Braun-Bostich & Associates's USXF Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3.8% in Q2 2026, selling an estimated $9.58K and leaving 3,774 shares worth $262K. The position accounts for 0.15% of the portfolio, ranked #107.

Braun-Bostich & Associates first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $299K in Q1 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Braun-Bostich & Associates held 3,774 shares of iShares ESG Advanced MSCI USA ETF worth $262K as of Q2 2026.
Braun-Bostich & Associates sold 148 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $9.58K.
iShares ESG Advanced MSCI USA ETF made up 0.15% of Braun-Bostich & Associates's portfolio in Q2 2026, its #107 holding.
Braun-Bostich & Associates first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Braun-Bostich & Associates's iShares ESG Advanced MSCI USA ETF position peaked at $299K in Q1 2025.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.