Cerity Partners
USXF icon

Cerity Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Cerity Partners’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 		$7.2M Sell
103,607
-2,478
-2% -$160K 0.01% 928
2026
Q1 		$5.86M Buy
106,085
+21,878
+26% +$1.27M 0.01% 930
2025
Q4 		$4.85M Buy
84,207
+16,387
+24% +$943K 0.01% 933
2025
Q3 		$3.89M Sell
67,820
-2,769
-4% -$154K 0.01% 987
2025
Q2 		$3.81M Sell
70,589
-13,914
-16% -$680K 0.01% 936
2025
Q1 		$3.94M Sell
84,503
-12,579
-13% -$625K 0.01% 825
2024
Q4 		$4.83M Sell
97,082
-193
-0.2% -$9.81K 0.01% 724
2024
Q3 		$4.77M Sell
97,275
-29,625
-23% -$1.4M 0.01% 715
2024
Q2 		$5.91M Buy
126,900
+26,849
+27% +$1.2M 0.02% 563
2024
Q1 		$4.52M Buy
100,051
+55,252
+123% +$2.35M 0.01% 671
2023
Q4 		$1.78M Sell
44,799
-674
-1% -$24.6K 0.01% 799
2023
Q3 		$1.58M Buy
45,473
+101
+0.2% +$3.65K 0.01% 639
2023
Q2 		$1.63M Buy
45,372
+2,500
+6% +$84.4K 0.01% 774
2023
Q1 		$1.42M Buy
42,872
+125
+0.3% +$4.03K ﹤0.01% 840
2022
Q4 		$1.31M Buy
+42,747
New +$1.29M 0.01% 623

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

Cerity Partners's USXF Position: Q2 2026 in Review

Cerity Partners reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.3% in Q2 2026, selling an estimated $160K and leaving 103,607 shares worth $7.2M. The position accounts for 0.01% of the portfolio, ranked #928.

Cerity Partners first reported a position in USXF in Q4 2022 and has held it in 15 quarters since. 286 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Cerity Partners held 103,607 shares of iShares ESG Advanced MSCI USA ETF worth $7.2M as of Q2 2026.
  • Cerity Partners sold 2,478 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $160K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #928 holding.
  • Cerity Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.