Carnegie Investment Counsel’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Carnegie Investment Counsel’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	$245K	Buy	+3,529	New	+$228K	﹤0.01%	516

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Carnegie Investment Counsel's USXF Position: Q2 2026 in Review

Carnegie Investment Counsel opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 3,529 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings.

192 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Carnegie Investment Counsel held 3,529 shares of iShares ESG Advanced MSCI USA ETF worth $245K as of Q2 2026.
iShares ESG Advanced MSCI USA ETF was a new Carnegie Investment Counsel position in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #516 holding.
192 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.