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Capital Analysts LLC’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Capital Analysts LLC’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 		$1.38M Buy
19,855
+586
+3% +$37.9K 0.03% 318
2026
Q1 		$1.06M Buy
19,269
+13,940
+262% +$807K 0.03% 330
2025
Q4 		$307K Buy
5,329
+134
+3% +$7.71K 0.01% 522
2025
Q3 		$298K Sell
5,195
-1,489
-22% -$83.1K 0.01% 515
2025
Q2 		$360K Sell
6,684
-2,063
-24% -$101K 0.01% 435
2025
Q1 		$409K Buy
8,747
+830
+10% +$41.2K 0.02% 403
2024
Q4 		$394K Buy
7,917
+2,077
+36% +$106K 0.02% 370
2024
Q3 		$287K Buy
5,840
+343
+6% +$16.2K 0.01% 406
2024
Q2 		$256K Buy
5,497
+660
+14% +$29.5K 0.01% 424
2024
Q1 		$218K Buy
4,837
+930
+24% +$39.5K 0.01% 426
2023
Q4 		$156K Sell
3,907
-13
-0.3% -$475 0.01% 460
2023
Q3 		$136K Sell
3,920
-267
-6% -$9.65K 0.01% 442
2023
Q2 		$151K Sell
4,187
-43
-1% -$1.45K 0.01% 407
2023
Q1 		$140K Buy
4,230
+153
+4% +$4.93K 0.01% 419
2022
Q4 		$125K Buy
4,077
+159
+4% +$4.82K 0.01% 461
2022
Q3 		$110K Buy
3,918
+1,935
+98% +$60.5K 0.01% 429
2022
Q2 		$59K Buy
+1,983
New +$63.9K ﹤0.01% 529

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

Capital Analysts LLC's USXF Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3% in Q2 2026, buying an estimated $37.9K and bringing the position to 19,855 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #318.

Capital Analysts LLC first reported a position in USXF in Q2 2022 and has held it in 17 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Capital Analysts LLC held 19,855 shares of iShares ESG Advanced MSCI USA ETF worth $1.38M as of Q2 2026.
  • Capital Analysts LLC bought 586 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $37.9K.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #318 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.