Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Cambridge Investment Research Advisors’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 		$4.38M Buy
62,998
+3,593
+6% +$232K 0.01% 1111
2026
Q1 		$3.28M Sell
59,405
-1,327
-2% -$76.8K 0.01% 1225
2025
Q4 		$3.5M Sell
60,732
-1,148
-2% -$66.1K 0.01% 1128
2025
Q3 		$3.55M Sell
61,880
-13,710
-18% -$765K 0.01% 1110
2025
Q2 		$4.08M Buy
75,590
+4,061
+6% +$198K 0.01% 959
2025
Q1 		$3.34M Sell
71,529
-678
-0.9% -$33.7K 0.01% 1033
2024
Q4 		$3.59M Buy
72,207
+6,723
+10% +$342K 0.01% 985
2024
Q3 		$3.21M Buy
65,484
+1,525
+2% +$72K 0.01% 1040
2024
Q2 		$2.98M Buy
63,959
+16,831
+36% +$752K 0.01% 1038
2024
Q1 		$2.13M Buy
47,128
+7,572
+19% +$322K 0.01% 1222
2023
Q4 		$1.57M Buy
39,556
+681
+2% +$24.9K 0.01% 1359
2023
Q3 		$1.35M Sell
38,875
-2,106
-5% -$76.1K 0.01% 1380
2023
Q2 		$1.47M Sell
40,981
-8,448
-17% -$285K 0.01% 1353
2023
Q1 		$1.64M Sell
49,429
-18,643
-27% -$601K 0.01% 1247
2022
Q4 		$2.09M Buy
68,072
+26,039
+62% +$789K 0.01% 1056
2022
Q3 		$1.18M Buy
42,033
+3,426
+9% +$107K 0.01% 1366
2022
Q2 		$1.15M Buy
38,607
+213
+0.6% +$6.87K 0.01% 1374
2022
Q1 		$1.37M Sell
38,394
-3,376
-8% -$121K 0.01% 1372
2021
Q4 		$1.65M Buy
41,770
+9,389
+29% +$361K 0.01% 1255
2021
Q3 		$1.17M Buy
32,381
+14,643
+83% +$545K 0.01% 1412
2021
Q2 		$644K Buy
17,738
+2,936
+20% +$103K ﹤0.01% 1862
2021
Q1 		$491K Buy
14,802
+3,397
+30% +$110K ﹤0.01% 1921
2020
Q4 		$357K Buy
+11,405
New +$338K ﹤0.01% 2007

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

Cambridge Investment Research Advisors's USXF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 6% in Q2 2026, buying an estimated $232K and bringing the position to 62,998 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #1111.

Cambridge Investment Research Advisors first reported a position in USXF in Q4 2020 and has held it in 23 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Cambridge Investment Research Advisors held 62,998 shares of iShares ESG Advanced MSCI USA ETF worth $4.38M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,593 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $232K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1111 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.