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

CoreCap 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 		$729K Buy
10,496
+4
+0% +$259 0.02% 455
2026
Q1 		$582K Sell
10,492
-1,104
-10% -$63.9K 0.02% 484
2025
Q4 		$668K Buy
11,596
+918
+9% +$52.8K 0.02% 457
2025
Q3 		$612K Sell
10,678
-244
-2% -$13.6K 0.02% 483
2025
Q2 		$589K Sell
10,922
-242
-2% -$11.8K 0.02% 474
2025
Q1 		$521K Buy
11,164
+581
+5% +$28.9K 0.02% 474
2024
Q4 		$526K Buy
10,583
+316
+3% +$16.1K 0.02% 473
2024
Q3 		$504K Buy
10,267
+107
+1% +$5.05K 0.02% 461
2024
Q2 		$473K Buy
10,160
+116
+1% +$5.18K 0.05% 232
2024
Q1 		$453K Sell
10,044
-721
-7% -$30.6K 0.02% 414
2023
Q4 		$429K Sell
10,765
-523
-5% -$19.1K 0.03% 373
2023
Q3 		$391K Sell
11,288
-383
-3% -$13.8K 0.03% 363
2023
Q2 		$420K Buy
+11,671
New +$394K 0.03% 387
2022
Q4 		$364K Buy
11,873
+132
+1% +$4K 0.03% 415
2022
Q3 		$329K Buy
11,741
+179
+2% +$5.59K 0.03% 407
2022
Q2 		$345K Sell
11,562
-1,010
-8% -$32.6K 0.03% 402
2022
Q1 		$449K Buy
12,572
+1,206
+11% +$43K 0.03% 342
2021
Q4 		$448K Buy
+11,366
New +$437K 0.03% 382

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

CoreCap Advisors's USXF Position: Q2 2026 in Review

CoreCap Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.04% in Q2 2026, buying an estimated $259 and bringing the position to 10,496 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #455.

CoreCap Advisors first reported a position in USXF in Q4 2021 and has held it in 18 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • CoreCap Advisors held 10,496 shares of iShares ESG Advanced MSCI USA ETF worth $729K as of Q2 2026.
  • CoreCap Advisors bought 4 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $259.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #455 holding.
  • CoreCap Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.