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Capital Asset Advisory Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Capital Asset Advisory Services’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 		$376K Buy
5,411
+148
+3% +$9.58K 0.01% 244
2026
Q1 		$327K Buy
5,263
+334
+7% +$19.3K 0.01% 230
2025
Q4 		$291K Buy
4,929
+448
+10% +$25.8K 0.01% 238
2025
Q3 		$257K Sell
4,481
-1,164
-21% -$64.9K 0.01% 247
2025
Q2 		$303K Buy
5,645
+558
+11% +$27.3K 0.01% 221
2025
Q1 		$240K Buy
5,087
+283
+6% +$14.1K 0.01% 248
2024
Q4 		$243K Buy
4,804
+460
+11% +$23.4K 0.01% 281
2024
Q3 		$216K Buy
+4,344
New +$205K 0.01% 306

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 Asset Advisory Services's USXF Position: Q2 2026 in Review

Capital Asset Advisory Services increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.8% in Q2 2026, buying an estimated $9.58K and bringing the position to 5,411 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #244.

Capital Asset Advisory Services first reported a position in USXF in Q3 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Capital Asset Advisory Services held 5,411 shares of iShares ESG Advanced MSCI USA ETF worth $376K as of Q2 2026.
  • Capital Asset Advisory Services bought 148 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $9.58K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #244 holding.
  • Capital Asset Advisory Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.