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Buttonwood Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Buttonwood Financial Group’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 		$208K Buy
+2,989
New +$193K 0.12% 32
2026
Q1 		– Sell
-3,589
Closed -$212K – 35
2025
Q4 		$212K Sell
3,589
-2,503
-41% -$144K 0.11% 30
2025
Q3 		$350K Sell
6,092
-1,857
-23% -$104K 0.15% 28
2025
Q2 		$431K Sell
7,949
-3,587
-31% -$175K 0.22% 26
2025
Q1 		$508K Buy
11,536
+734
+7% +$36.5K 0.3% 23
2024
Q4 		$565K Buy
10,802
+232
+2% +$11.8K 0.31% 20
2024
Q3 		$519K Buy
10,570
+864
+9% +$40.8K 0.31% 20
2024
Q2 		$450K Buy
9,706
+634
+7% +$28.3K 0.26% 24
2024
Q1 		$410K Buy
9,072
+2,059
+29% +$87.4K 0.24% 26
2023
Q4 		$279K Hold
7,013
– – 0.2% 25
2023
Q3 		$237K Buy
7,013
+7
+0.1% +$253 0.17% 27
2023
Q2 		$259K Sell
7,006
-545
-7% -$18.4K 0.22% 22
2023
Q1 		$250K Sell
7,551
-214
-3% -$6.89K 0.25% 21
2022
Q4 		$238K Buy
+7,765
New +$235K 0.22% 28
2022
Q3 		– Sell
-7,039
Closed -$210K – 22
2022
Q2 		$210K Sell
7,039
-1,851
-21% -$59.7K 0.21% 20
2022
Q1 		$317K Buy
+8,890
New +$317K 0.24% 19

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

Buttonwood Financial Group's USXF Position: Q2 2026 in Review

Buttonwood Financial Group opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 2,989 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #32 among its holdings. This is a return to the name: Buttonwood Financial Group previously reported a position in USXF as recently as Q4 2025.

Buttonwood Financial Group first reported a position in USXF in Q1 2022 and has held it in 16 quarters since. The position peaked at $565K in Q4 2024. 298 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Buttonwood Financial Group held 2,989 shares of iShares ESG Advanced MSCI USA ETF worth $208K as of Q2 2026.
  • iShares ESG Advanced MSCI USA ETF was a new Buttonwood Financial Group position in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.12% of Buttonwood Financial Group's portfolio in Q2 2026, its #32 holding.
  • Buttonwood Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2022 and has held it in 16 quarters since.
  • Buttonwood Financial Group's iShares ESG Advanced MSCI USA ETF position peaked at $565K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.