Creative Planning
USXF icon

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

Creative Planning’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 		$960K Sell
17,397
-240
-1% -$13.9K ﹤0.01% 2500
2025
Q4 		$1.02M Buy
17,637
+1,291
+8% +$74.3K ﹤0.01% 2266
2025
Q3 		$937K Buy
16,346
+307
+2% +$17.1K ﹤0.01% 2172
2025
Q2 		$865K Buy
16,039
+2,616
+19% +$128K ﹤0.01% 1984
2025
Q1 		$626K Buy
13,423
+5,477
+69% +$272K ﹤0.01% 2091
2024
Q4 		$395K Buy
7,946
+228
+3% +$11.6K ﹤0.01% 2447
2024
Q3 		$379K Buy
7,718
+458
+6% +$21.6K ﹤0.01% 2337
2024
Q2 		$338K Buy
7,260
+68
+0.9% +$3.04K ﹤0.01% 2257
2024
Q1 		$325K Sell
7,192
-7,081
-50% -$301K ﹤0.01% 2185
2023
Q4 		$568K Buy
+14,273
New +$522K ﹤0.01% 1630
2022
Q1 		– Sell
-6,461
Closed -$255K – 2444
2021
Q4 		$255K Hold
6,461
– – ﹤0.01% 1727
2021
Q3 		$233K Hold
6,461
– – ﹤0.01% 1763
2021
Q2 		$235K Buy
+6,461
New +$226K ﹤0.01% 1708

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return