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Buck Wealth Strategies’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Buck Wealth Strategies’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 		$26.2K Buy
+377
New +$24.4K ﹤0.01% 432
2024
Q2 		– Sell
-8,335
Closed -$376K – 111
2024
Q1 		$376K Buy
+8,335
New +$354K 0.13% 66
2023
Q4 		– Sell
-77
Closed -$2.67K – 320
2023
Q3 		$2.67K Buy
+77
New +$2.78K ﹤0.01% 292

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
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

Buck Wealth Strategies's USXF Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 377 shares worth $26.2K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in USXF as recently as Q1 2024.

Buck Wealth Strategies first reported a position in USXF in Q3 2023 and has held it in 3 quarters since. The position peaked at $376K in Q1 2024. 301 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Buck Wealth Strategies held 377 shares of iShares ESG Advanced MSCI USA ETF worth $26.2K as of Q2 2026.
  • iShares ESG Advanced MSCI USA ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #432 holding.
  • Buck Wealth Strategies first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's iShares ESG Advanced MSCI USA ETF position peaked at $376K in Q1 2024.
  • 301 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.