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

Contango 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
2026 Q1	$287K	Buy	+5,205	New	+$301K	0.34%	43

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Contango Wealth Management's USXF Position: Q1 2026 in Review

Contango Wealth Management opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2026: 5,205 shares worth $287K. The stake represents 0.34% of the portfolio and ranks #43 among its holdings.

270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

Contango Wealth Management held 5,205 shares of iShares ESG Advanced MSCI USA ETF worth $287K as of Q1 2026.
iShares ESG Advanced MSCI USA ETF was a new Contango Wealth Management position in Q1 2026.
iShares ESG Advanced MSCI USA ETF made up 0.34% of Contango Wealth Management's portfolio in Q1 2026, its #43 holding.
270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.