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

Davis Wealth Advisors’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 		$2.35M Buy
33,782
+1,259
+4% +$81.5K 1.82% 17
2026
Q1 		$1.8M Buy
32,523
+271
+0.8% +$15.7K 1.49% 24
2025
Q4 		$1.86M Buy
+32,252
New +$1.86M 1.55% 21

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

Davis Wealth Advisors's USXF Position: Q2 2026 in Review

Davis Wealth Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3.9% in Q2 2026, buying an estimated $81.5K and bringing the position to 33,782 shares worth $2.35M. The position accounts for 1.82% of the portfolio, ranked #17.

Davis Wealth Advisors first reported a position in USXF in Q4 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Davis Wealth Advisors held 33,782 shares of iShares ESG Advanced MSCI USA ETF worth $2.35M as of Q2 2026.
  • Davis Wealth Advisors bought 1,259 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $81.5K.
  • iShares ESG Advanced MSCI USA ETF made up 1.82% of Davis Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Davis Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.