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
Q2 		$1.75M Buy
25,210
+7,813
+45% +$506K ﹤0.01% 2197
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 $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 Planning's USXF Position: Q2 2026 in Review

Creative Planning increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 45% in Q2 2026, buying an estimated $506K and bringing the position to 25,210 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Creative Planning first reported a position in USXF in Q2 2021 and has held it in 14 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Creative Planning held 25,210 shares of iShares ESG Advanced MSCI USA ETF worth $1.75M as of Q2 2026.
  • Creative Planning bought 7,813 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $506K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2197 holding.
  • Creative Planning first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 14 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.