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Crew Capital Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Crew Capital Management’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 		$530K Sell
7,636
-820
-10% -$53.1K 0.29% 71
2026
Q1 		$467K Sell
8,456
-2,475
-23% -$143K 0.31% 75
2025
Q4 		$629K Sell
10,931
-530
-5% -$30.5K 0.4% 64
2025
Q3 		$657K Sell
11,461
-6,707
-37% -$374K 0.44% 63
2025
Q2 		$980K Hold
18,168
– – 0.7% 43
2025
Q1 		$848K Hold
18,168
– – 0.69% 53
2024
Q4 		$903K Hold
18,168
– – 0.75% 42
2024
Q3 		$892K Hold
18,168
– – 0.71% 51
2024
Q2 		$846K Sell
18,168
-749
-4% -$33.5K 0.68% 41
2024
Q1 		$854K Buy
18,917
+1,317
+7% +$55.9K 0.69% 42
2023
Q4 		$701K Buy
17,600
+684
+4% +$25K 0.71% 36
2023
Q3 		$586K Buy
16,916
+1,045
+7% +$37.8K 0.63% 40
2023
Q2 		$571K Sell
15,871
-725
-4% -$24.5K 0.65% 35
2023
Q1 		$549K Buy
16,596
+1,902
+13% +$61.3K 0.79% 32
2022
Q4 		$451K Buy
14,694
+2,621
+22% +$79.4K 0.65% 35
2022
Q3 		$338K Buy
12,073
+2,388
+25% +$74.6K 0.46% 56
2022
Q2 		$289K Buy
9,685
+2,228
+30% +$71.8K 0.36% 72
2022
Q1 		$266K Buy
7,457
+2,046
+38% +$73K 0.26% 84
2021
Q4 		$213K Buy
+5,411
New +$208K 0.18% 106

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

Crew Capital Management's USXF Position: Q2 2026 in Review

Crew Capital Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 9.7% in Q2 2026, selling an estimated $53.1K and leaving 7,636 shares worth $530K. The position accounts for 0.29% of the portfolio, ranked #71.

Crew Capital Management first reported a position in USXF in Q4 2021 and has held it in 19 quarters since. The position peaked at $980K in Q2 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Crew Capital Management held 7,636 shares of iShares ESG Advanced MSCI USA ETF worth $530K as of Q2 2026.
  • Crew Capital Management sold 820 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $53.1K.
  • iShares ESG Advanced MSCI USA ETF made up 0.29% of Crew Capital Management's portfolio in Q2 2026, its #71 holding.
  • Crew Capital Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Crew Capital Management's iShares ESG Advanced MSCI USA ETF position peaked at $980K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.