Elmwood Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Elmwood Wealth Management’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	$370K	Hold	5,322	–	–	0.09%	151
2026 Q1	$294K	Hold	5,322	–	–	0.08%	153
2025 Q4	$306K	Hold	5,322	–	–	0.1%	142
2025 Q3	$305K	Hold	5,322	–	–	0.11%	123
2025 Q2	$287K	Hold	5,322	–	–	0.11%	115
2025 Q1	$248K	Hold	5,322	–	–	0.1%	121
2024 Q4	$265K	Hold	5,322	–	–	0.11%	118
2024 Q3	$261K	Buy	+5,322	New	+$251K	0.11%	119

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

Elmwood Wealth Management's USXF Position: Q2 2026 in Review

Elmwood Wealth Management held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 5,322 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #151.

Elmwood Wealth Management first reported a position in USXF in Q3 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Elmwood Wealth Management held 5,322 shares of iShares ESG Advanced MSCI USA ETF worth $370K as of Q2 2026.
Elmwood Wealth Management left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up 0.09% of Elmwood Wealth Management's portfolio in Q2 2026, its #151 holding.
Elmwood Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.