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Creative Financial Designs’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Creative Financial Designs’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 		$20.3K Buy
292
+10
+4% +$647 ﹤0.01% 1289
2026
Q1 		$15.6K Sell
282
-25
-8% -$1.45K ﹤0.01% 1269
2025
Q4 		$17.7K Sell
307
-230
-43% -$13.2K ﹤0.01% 1187
2025
Q3 		$30.8K Sell
537
-3,062
-85% -$171K ﹤0.01% 1015
2025
Q2 		$194K Sell
3,599
-726
-17% -$35.5K 0.01% 486
2025
Q1 		$202K Sell
4,325
-96
-2% -$4.77K 0.02% 438
2024
Q4 		$220K Buy
4,421
+65
+1% +$3.3K 0.02% 422
2024
Q3 		$214K Sell
4,356
-7
-0.2% -$330 0.02% 433
2024
Q2 		$203K Sell
4,363
-32
-0.7% -$1.43K 0.02% 428
2024
Q1 		$198K Sell
4,395
-105
-2% -$4.46K 0.02% 419
2023
Q4 		$179K Sell
4,500
-315
-7% -$11.5K 0.02% 407
2023
Q3 		$167K Sell
4,815
-2,003
-29% -$72.4K 0.02% 371
2023
Q2 		$245K Sell
6,818
-1,416
-17% -$47.8K 0.03% 308
2023
Q1 		$272K Sell
8,234
-1,253
-13% -$40.4K 0.04% 284
2022
Q4 		$291K Hold
9,487
– – 0.04% 268
2022
Q3 		$266K Sell
9,487
-1,436
-13% -$44.9K 0.04% 259
2022
Q2 		$326K Sell
10,923
-447
-4% -$14.4K 0.05% 233
2022
Q1 		$406K Buy
11,370
+490
+5% +$17.5K 0.06% 218
2021
Q4 		$429K Sell
10,880
-1,608
-13% -$61.8K 0.06% 209
2021
Q3 		$451K Buy
12,488
+5,418
+77% +$202K 0.07% 197
2021
Q2 		$257K Buy
7,070
+1,155
+20% +$40.4K 0.04% 260
2021
Q1 		$196K Buy
5,915
+2,321
+65% +$75.1K 0.04% 276
2020
Q4 		$113K Buy
+3,594
New +$107K 0.02% 352

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

Creative Financial Designs's USXF Position: Q2 2026 in Review

Creative Financial Designs increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3.5% in Q2 2026, buying an estimated $647 and bringing the position to 292 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Creative Financial Designs first reported a position in USXF in Q4 2020 and has held it in 23 quarters since. The position peaked at $451K in Q3 2021. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Creative Financial Designs held 292 shares of iShares ESG Advanced MSCI USA ETF worth $20.3K as of Q2 2026.
  • Creative Financial Designs bought 10 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $647.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1289 holding.
  • Creative Financial Designs first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Creative Financial Designs's iShares ESG Advanced MSCI USA ETF position peaked at $451K in Q3 2021.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.