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Congress Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Congress Wealth Management’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
Q2 		$1.15M Buy
21,275
+7,129
+50% +$348K 0.01% 674
2025
Q1 		$660K Buy
14,146
+1,221
+9% +$60.6K 0.01% 735
2024
Q4 		$643K Sell
12,925
-3,619
-22% -$184K 0.01% 588
2024
Q3 		$812K Sell
16,544
-599
-3% -$28.3K 0.01% 551
2024
Q2 		$799K Sell
17,143
-1,159
-6% -$51.8K 0.01% 463
2024
Q1 		$826K Buy
18,302
+1,832
+11% +$77.8K 0.01% 392
2023
Q4 		$656K Buy
16,470
+790
+5% +$28.9K 0.01% 432
2023
Q3 		$543K Buy
15,680
+3,860
+33% +$140K 0.01% 450
2023
Q2 		$425K Buy
11,820
+392
+3% +$13.2K 0.01% 437
2023
Q1 		$378K Buy
11,428
+1,582
+16% +$51K 0.01% 452
2022
Q4 		$302K Buy
9,846
+221
+2% +$6.69K 0.01% 477
2022
Q3 		$269K Buy
9,625
+300
+3% +$9.38K 0.01% 484
2022
Q2 		$279K Buy
+9,325
New +$301K 0.01% 488

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Congress Wealth Management's USXF Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 50% in Q2 2025, buying an estimated $348K and bringing the position to 21,275 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #674.

Congress Wealth Management first reported a position in USXF in Q2 2022 and has held it in 13 quarters since. 267 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • Congress Wealth Management held 21,275 shares of iShares ESG Advanced MSCI USA ETF worth $1.15M as of Q2 2025.
  • Congress Wealth Management bought 7,129 iShares ESG Advanced MSCI USA ETF shares in Q2 2025, an estimated $348K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #674 holding.
  • Congress Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2022 and has held it in 13 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.