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Clearstead Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Clearstead Advisors’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 		$1.69M Sell
24,294
-21,452
-47% -$1.39M 0.02% 417
2026
Q1 		$2.53M Buy
+45,746
New +$2.65M 0.02% 319

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

Clearstead Advisors's USXF Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 47% in Q2 2026, selling an estimated $1.39M and leaving 24,294 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #417.

Clearstead Advisors first reported a position in USXF in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.53M in Q1 2026. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Clearstead Advisors held 24,294 shares of iShares ESG Advanced MSCI USA ETF worth $1.69M as of Q2 2026.
  • Clearstead Advisors sold 21,452 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $1.39M.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #417 holding.
  • Clearstead Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $2.53M in Q1 2026.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.