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CreativeOne Wealth’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

CreativeOne Wealth’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 		$295K Sell
4,250
-5,499
-56% -$356K 0.01% 994
2026
Q1 		$538K Sell
9,749
-448
-4% -$25.9K 0.01% 777
2025
Q4 		$587K Buy
10,197
+195
+2% +$11.2K 0.01% 737
2025
Q3 		$573K Sell
10,002
-1,053
-10% -$58.7K 0.01% 721
2025
Q2 		$596K Sell
11,055
-2,080
-16% -$102K 0.02% 680
2025
Q1 		$613K Buy
13,135
+1,000
+8% +$49.7K 0.02% 621
2024
Q4 		$603K Buy
12,135
+2,693
+29% +$137K 0.02% 637
2024
Q3 		$463K Buy
9,442
+936
+11% +$44.2K 0.02% 646
2024
Q2 		$396K Sell
8,506
-496
-6% -$22.2K 0.02% 541
2024
Q1 		$406K Buy
+9,002
New +$382K 0.02% 637
2023
Q3 		– Sell
-8,968
Closed -$322K – 819
2023
Q2 		$322K Sell
8,968
-1,040
-10% -$35.1K 0.02% 622
2023
Q1 		$331K Sell
10,008
-1,123
-10% -$36.2K 0.02% 601
2022
Q4 		$341K Buy
11,131
+45
+0.4% +$1.36K 0.02% 539
2022
Q3 		$311K Sell
11,086
-4,004
-27% -$125K 0.02% 530
2022
Q2 		$451K Sell
15,090
-4,253
-22% -$137K 0.02% 444
2022
Q1 		$690K Buy
19,343
+3,046
+19% +$109K 0.04% 348
2021
Q4 		$643K Buy
16,297
+4,106
+34% +$158K 0.03% 386
2021
Q3 		$440K Buy
12,191
+3,876
+47% +$144K 0.03% 437
2021
Q2 		$302K Buy
+8,315
New +$291K 0.02% 534

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

CreativeOne Wealth's USXF Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 56% in Q2 2026, selling an estimated $356K and leaving 4,250 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #994.

CreativeOne Wealth first reported a position in USXF in Q2 2021 and has held it in 19 quarters since. The position peaked at $690K in Q1 2022. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • CreativeOne Wealth held 4,250 shares of iShares ESG Advanced MSCI USA ETF worth $295K as of Q2 2026.
  • CreativeOne Wealth sold 5,499 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $356K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #994 holding.
  • CreativeOne Wealth first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 19 quarters since.
  • CreativeOne Wealth's iShares ESG Advanced MSCI USA ETF position peaked at $690K in Q1 2022.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.