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Endeavor Private Wealth’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Endeavor Private Wealth’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
Q1 		$438K Buy
7,934
+2,531
+47% +$146K 0.13% 135
2025
Q4 		$311K Sell
5,403
-1,201
-18% -$69.1K 0.09% 155
2025
Q3 		$378K Buy
6,604
+740
+13% +$41.3K 0.12% 140
2025
Q2 		$316K Buy
5,864
+960
+20% +$46.9K 0.15% 99
2025
Q1 		$229K Buy
4,904
+237
+5% +$11.8K 0.12% 116
2024
Q4 		$232K Buy
+4,667
New +$237K 0.22% 57

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Endeavor Private Wealth's USXF Position: Q1 2026 in Review

Endeavor Private Wealth increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 47% in Q1 2026, buying an estimated $146K and bringing the position to 7,934 shares worth $438K. The position accounts for 0.13% of the portfolio, ranked #135.

Endeavor Private Wealth first reported a position in USXF in Q4 2024 and has held it in 6 quarters since. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • Endeavor Private Wealth held 7,934 shares of iShares ESG Advanced MSCI USA ETF worth $438K as of Q1 2026.
  • Endeavor Private Wealth bought 2,531 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $146K.
  • iShares ESG Advanced MSCI USA ETF made up 0.13% of Endeavor Private Wealth's portfolio in Q1 2026, its #135 holding.
  • Endeavor Private Wealth first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.