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Clarius Group LLC’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Clarius Group 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
2025
Q4 		$1.3M Buy
22,657
+4
+0% +$230 0.07% 104
2025
Q3 		$1.3M Buy
22,653
+3
+0% +$167 0.08% 106
2025
Q2 		$1.22M Buy
22,650
+735
+3% +$35.9K 0.07% 128
2025
Q1 		$1.02M Buy
21,915
+1,126
+5% +$55.9K 0.06% 138
2024
Q4 		$1.03M Buy
20,789
+441
+2% +$22.4K 0.07% 119
2024
Q3 		$999K Buy
20,348
+3
+0% +$142 0.07% 121
2024
Q2 		$948K Buy
20,345
+2
+0% +$89 0.07% 120
2024
Q1 		$918K Buy
20,343
+3
+0% +$127 0.06% 128
2023
Q4 		$810K Buy
20,340
+9
+0% +$329 0.07% 154
2023
Q3 		$705K Sell
20,331
-70
-0.3% -$2.53K 0.07% 161
2023
Q2 		$733K Buy
20,401
+2
+0% +$68 0.06% 194
2023
Q1 		$675K Buy
20,399
+4
+0% +$129 0.06% 190
2022
Q4 		$625K Buy
20,395
+1,943
+11% +$58.9K 0.06% 198
2022
Q3 		$517K Buy
+18,452
New +$577K 0.05% 211
2022
Q2 		– Sell
-10,811
Closed -$426K – 525
2022
Q1 		$426K Hold
10,811
– – 0.03% 280
2021
Q4 		$426K Buy
10,811
+5,173
+92% +$199K 0.03% 280
2021
Q3 		$214K Buy
+5,638
New +$210K 0.02% 392

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Clarius Group LLC's USXF Position: Q4 2025 in Review

Clarius Group LLC increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.02% in Q4 2025, buying an estimated $230 and bringing the position to 22,657 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #104.

Clarius Group LLC first reported a position in USXF in Q3 2021 and has held it in 17 quarters since. 279 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

  • Clarius Group LLC held 22,657 shares of iShares ESG Advanced MSCI USA ETF worth $1.3M as of Q4 2025.
  • Clarius Group LLC bought 4 iShares ESG Advanced MSCI USA ETF shares in Q4 2025, an estimated $230.
  • iShares ESG Advanced MSCI USA ETF made up 0.07% of Clarius Group LLC's portfolio in Q4 2025, its #104 holding.
  • Clarius Group LLC first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 17 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.