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Continuum Advisory’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Continuum Advisory’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 		$77.4K Buy
+1,114
New +$72.1K 0.01% 697
2025
Q2 		– Sell
-2,192
Closed -$102K – 1516
2025
Q1 		$102K Sell
2,192
-71
-3% -$3.53K 0.01% 522
2024
Q4 		$113K Sell
2,263
-263
-10% -$13.4K 0.01% 493
2024
Q3 		$131K Sell
2,526
-296
-10% -$14K 0.02% 472
2024
Q2 		$131K Buy
2,822
+511
+22% +$22.8K 0.02% 445
2024
Q1 		$102K Buy
+2,311
New +$98.1K 0.02% 483

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

Continuum Advisory's USXF Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 1,114 shares worth $77.4K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in USXF as recently as Q1 2025.

Continuum Advisory first reported a position in USXF in Q1 2024 and has held it in 6 quarters since. The position peaked at $131K in Q2 2024. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Continuum Advisory held 1,114 shares of iShares ESG Advanced MSCI USA ETF worth $77.4K as of Q2 2026.
  • iShares ESG Advanced MSCI USA ETF was a new Continuum Advisory position in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #697 holding.
  • Continuum Advisory first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's iShares ESG Advanced MSCI USA ETF position peaked at $131K in Q2 2024.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.