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eCIO Inc’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

eCIO Inc’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 		$702K Sell
10,104
-1,242
-11% -$80.4K 0.2% 27
2026
Q1 		$626K Sell
11,346
-787
-6% -$45.5K 0.28% 26
2025
Q4 		$699K Buy
12,133
+410
+3% +$23.6K 0.33% 27
2025
Q3 		$672K Sell
11,723
-1,330
-10% -$74.2K 0.25% 33
2025
Q2 		$704K Buy
+13,053
New +$638K 0.3% 30

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

eCIO Inc's USXF Position: Q2 2026 in Review

eCIO Inc reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 11% in Q2 2026, selling an estimated $80.4K and leaving 10,104 shares worth $702K. The position accounts for 0.2% of the portfolio, ranked #27.

eCIO Inc first reported a position in USXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $704K in Q2 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • eCIO Inc held 10,104 shares of iShares ESG Advanced MSCI USA ETF worth $702K as of Q2 2026.
  • eCIO Inc sold 1,242 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $80.4K.
  • iShares ESG Advanced MSCI USA ETF made up 0.2% of eCIO Inc's portfolio in Q2 2026, its #27 holding.
  • eCIO Inc first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • eCIO Inc's iShares ESG Advanced MSCI USA ETF position peaked at $704K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on eCIO Inc's 13F filing for Q2 2026, filed 27 Jul 2026.