Diversify Advisory Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Diversify Advisory 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	$765K	Buy	+11,569	New	+$749K	0.01%	732
2026 Q1	–	Sell	-5,394	Closed	-$320K	–	821
2025 Q4	$320K	Sell	5,394 -679	-11%	-$39.1K	0.01%	742
2025 Q3	$358K	Sell	6,073 -3,253	-35%	-$181K	0.01%	663
2025 Q2	$524K	Sell	9,326 -11,508	-55%	-$562K	0.02%	520
2025 Q1	$970K	Sell	20,834 -3,081	-13%	-$153K	0.06%	225
2024 Q4	$1.18M	Sell	23,915 -6,417	-21%	-$326K	0.07%	208
2024 Q3	$1.53M	Sell	30,332 -2,968	-9%	-$140K	0.08%	193
2024 Q2	$1.58M	Buy	33,300 +677	+2%	+$30.2K	0.09%	184
2024 Q1	$1.47M	Buy	+32,623	New	+$1.39M	0.09%	187

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

Diversify Advisory Services's USXF Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 11,569 shares worth $765K. The stake represents 0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in USXF as recently as Q4 2025.

Diversify Advisory Services first reported a position in USXF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q2 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Diversify Advisory Services held 11,569 shares of iShares ESG Advanced MSCI USA ETF worth $765K as of Q2 2026.
iShares ESG Advanced MSCI USA ETF was a new Diversify Advisory Services position in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #732 holding.
Diversify Advisory Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares ESG Advanced MSCI USA ETF position peaked at $1.58M in Q2 2024.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.