CVA Family Office’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

CVA Family Office’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	$36.5K	Hold	526	–	–	﹤0.01%	668
2026 Q1	$29K	Hold	526	–	–	﹤0.01%	714
2025 Q4	$30.3K	Hold	526	–	–	﹤0.01%	622
2025 Q3	$30.1K	Hold	526	–	–	﹤0.01%	624
2025 Q2	$28.4K	Hold	526	–	–	﹤0.01%	630
2025 Q1	$24.5K	Hold	526	–	–	﹤0.01%	645
2024 Q4	$26.2K	Hold	526	–	–	﹤0.01%	633
2024 Q3	$25.8K	Hold	526	–	–	﹤0.01%	615
2024 Q2	$24.5K	Hold	526	–	–	﹤0.01%	612
2024 Q1	$23.7K	Hold	526	–	–	﹤0.01%	609
2023 Q4	$20.9K	Buy	+526	New	+$19.2K	﹤0.01%	615
2023 Q3	–	Sell	-526	Closed	-$18.9K	–	909
2023 Q2	$18.9K	Hold	526	–	–	﹤0.01%	628
2023 Q1	$17.4K	Hold	526	–	–	﹤0.01%	614
2022 Q4	$16.1K	Buy	+526	New	+$15.9K	﹤0.01%	600

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CVA Family Office's USXF Position: Q2 2026 in Review

CVA Family Office held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 526 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

CVA Family Office first reported a position in USXF in Q4 2022 and has held it in 14 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

CVA Family Office held 526 shares of iShares ESG Advanced MSCI USA ETF worth $36.5K as of Q2 2026.
CVA Family Office left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #668 holding.
CVA Family Office first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.