Commonwealth Equity Services
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Commonwealth Equity Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Commonwealth Equity Services’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 		$4.12M Buy
59,297
+1,679
+3% +$109K 0.01% 1562
2026
Q1 		$3.18M Buy
57,618
+4,150
+8% +$240K ﹤0.01% 1653
2025
Q4 		$3.08M Sell
53,468
-12,567
-19% -$723K ﹤0.01% 1664
2025
Q3 		$3.78M Sell
66,035
-7,858
-11% -$438K ﹤0.01% 1543
2025
Q2 		$3.98M Sell
73,893
-1,488
-2% -$72.7K 0.01% 1475
2025
Q1 		$3.52M Sell
75,381
-1,668
-2% -$82.8K 0.01% 1525
2024
Q4 		$3.83M Buy
77,049
+5,377
+8% +$273K 0.01% 1414
2024
Q3 		$3.52M Buy
71,672
+2,461
+4% +$116K 0.01% 1470
2024
Q2 		$3.22M Buy
69,211
+12,297
+22% +$549K 0.01% 1476
2024
Q1 		$2.57M Sell
56,914
-2,173
-4% -$92.3K ﹤0.01% 1610
2023
Q4 		$2.35M Buy
59,087
+2,747
+5% +$100K ﹤0.01% 1581
2023
Q3 		$1.95M Buy
56,340
+4,058
+8% +$147K ﹤0.01% 1620
2023
Q2 		$1.88M Buy
52,282
+5,808
+12% +$196K ﹤0.01% 1662
2023
Q1 		$1.54M Sell
46,474
-6,016
-11% -$194K ﹤0.01% 1732
2022
Q4 		$1.61M Sell
52,490
-13,692
-21% -$415K ﹤0.01% 1643
2022
Q3 		$1.85M Buy
66,182
+15,291
+30% +$478K ﹤0.01% 1472
2022
Q2 		$1.52M Sell
50,891
-6,140
-11% -$198K ﹤0.01% 1596
2022
Q1 		$2.04M Buy
57,031
+6,741
+13% +$241K ﹤0.01% 1494
2021
Q4 		$1.98M Buy
50,290
+9,192
+22% +$353K ﹤0.01% 1499
2021
Q3 		$1.48M Buy
41,098
+18,486
+82% +$688K ﹤0.01% 1630
2021
Q2 		$820K Buy
22,612
+13,468
+147% +$471K ﹤0.01% 2071
2021
Q1 		$303K Buy
+9,144
New +$296K ﹤0.01% 2754

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

Commonwealth Equity Services's USXF Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.9% in Q2 2026, buying an estimated $109K and bringing the position to 59,297 shares worth $4.12M. The position accounts for 0.01% of the portfolio, ranked #1562.

Commonwealth Equity Services first reported a position in USXF in Q1 2021 and has held it in 22 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Commonwealth Equity Services held 59,297 shares of iShares ESG Advanced MSCI USA ETF worth $4.12M as of Q2 2026.
  • Commonwealth Equity Services bought 1,679 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $109K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1562 holding.
  • Commonwealth Equity Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.