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

Cypress Wealth Services’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 		$365K Buy
5,256
+221
+4% +$14.3K 0.04% 296
2026
Q1 		$278K Buy
5,035
+962
+24% +$55.7K 0.04% 320
2025
Q4 		$235K Sell
4,073
-259
-6% -$14.9K 0.03% 349
2025
Q3 		$248K Sell
4,332
-1,188
-22% -$66.3K 0.04% 283
2025
Q2 		$298K Buy
+5,520
New +$270K 0.05% 233

Other funds holding USXF

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

Cypress Wealth Services's USXF Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.4% in Q2 2026, buying an estimated $14.3K and bringing the position to 5,256 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #296.

Cypress Wealth Services first reported a position in USXF in Q2 2025 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Cypress Wealth Services held 5,256 shares of iShares ESG Advanced MSCI USA ETF worth $365K as of Q2 2026.
  • Cypress Wealth Services bought 221 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $14.3K.
  • iShares ESG Advanced MSCI USA ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #296 holding.
  • Cypress Wealth Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.