Cetera Investment Advisers
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Cetera Investment Advisers’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Cetera Investment Advisers’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 		$17M Buy
245,165
+12,911
+6% +$835K 0.02% 852
2026
Q1 		$12.8M Buy
232,254
+3,668
+2% +$212K 0.01% 922
2025
Q4 		$13.2M Buy
228,586
+10,099
+5% +$581K 0.01% 871
2025
Q3 		$12.5M Sell
218,487
-20,988
-9% -$1.17M 0.01% 860
2025
Q2 		$12.9M Sell
239,475
-72,729
-23% -$3.55M 0.02% 691
2025
Q1 		$14.6M Buy
312,204
+34,821
+13% +$1.73M 0.03% 584
2024
Q4 		$13.8M Buy
277,383
+29,847
+12% +$1.52M 0.03% 565
2024
Q3 		$12.1M Buy
247,536
+20,350
+9% +$960K 0.03% 613
2024
Q2 		$10.6M Sell
227,186
-3,020
-1% -$135K 0.02% 653
2024
Q1 		$10.4M Buy
230,206
+76,879
+50% +$3.26M 0.02% 659
2023
Q4 		$6.11M Sell
153,327
-10,984
-7% -$402K 0.05% 378
2023
Q3 		$5.7M Sell
164,311
-15,835
-9% -$573K 0.05% 370
2023
Q2 		$6.48M Sell
180,146
-3,496
-2% -$118K 0.05% 332
2023
Q1 		$6.07M Sell
183,642
-2,559
-1% -$82.4K 0.05% 329
2022
Q4 		$5.71M Buy
186,201
+150,855
+427% +$4.57M 0.05% 346
2022
Q3 		$990K Sell
35,346
-941
-3% -$29.4K 0.02% 718
2022
Q2 		$1.08M Sell
36,287
-478
-1% -$15.4K 0.02% 761
2022
Q1 		$1.31M Sell
36,765
-851
-2% -$30.4K 0.02% 722
2021
Q4 		$1.48M Buy
37,616
+1,496
+4% +$57.5K 0.02% 655
2021
Q3 		$1.3M Buy
36,120
+12,057
+50% +$449K 0.02% 680
2021
Q2 		$874K Buy
+24,063
New +$842K 0.01% 827
2021
Q1 		– Sell
-7,306
Closed -$229K – 1710
2020
Q4 		$229K Buy
+7,306
New +$217K ﹤0.01% 1389

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

Cetera Investment Advisers's USXF Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 5.6% in Q2 2026, buying an estimated $835K and bringing the position to 245,165 shares worth $17M. The position accounts for 0.02% of the portfolio, ranked #852.

Cetera Investment Advisers first reported a position in USXF in Q4 2020 and has held it in 22 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Cetera Investment Advisers held 245,165 shares of iShares ESG Advanced MSCI USA ETF worth $17M as of Q2 2026.
  • Cetera Investment Advisers bought 12,911 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $835K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #852 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.