Envestnet Asset Management
USXF icon

Envestnet Asset Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Envestnet Asset 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 		$190M Sell
2,736,939
-49,722
-2% -$3.22M 0.04% 375
2026
Q1 		$154M Buy
2,786,661
+119,629
+4% +$6.92M 0.04% 397
2025
Q4 		$154M Sell
2,667,032
-30,186
-1% -$1.74M 0.05% 374
2025
Q3 		$155M Sell
2,697,218
-1,033,767
-28% -$57.7M 0.04% 379
2025
Q2 		$201M Sell
3,730,985
-1,443,822
-28% -$70.6M 0.06% 305
2025
Q1 		$242M Buy
5,174,807
+94,960
+2% +$4.72M 0.08% 243
2024
Q4 		$253M Buy
5,079,847
+526,957
+12% +$26.8M 0.08% 224
2024
Q3 		$223M Buy
4,552,890
+23,354
+0.5% +$1.1M 0.07% 247
2024
Q2 		$211M Buy
4,529,536
+33,642
+0.7% +$1.5M 0.07% 248
2024
Q1 		$203M Buy
4,495,894
+37,542
+0.8% +$1.59M 0.08% 255
2023
Q4 		$178M Sell
4,458,352
-68,598
-2% -$2.51M 0.07% 268
2023
Q3 		$157M Sell
4,526,950
-1,874,206
-29% -$67.8M 0.07% 259
2023
Q2 		$230M Sell
6,401,156
-30,697
-0.5% -$1.04M 0.1% 171
2023
Q1 		$213M Sell
6,431,853
-56,192
-0.9% -$1.81M 0.1% 173
2022
Q4 		$199M Buy
6,488,045
+7,854
+0.1% +$238K 0.1% 185
2022
Q3 		$182M Buy
6,480,191
+112,764
+2% +$3.52M 0.1% 178
2022
Q2 		$190M Sell
6,367,427
-1,614,497
-20% -$52M 0.11% 177
2022
Q1 		$285M Buy
7,981,924
+735,592
+10% +$26.3M 0.14% 123
2021
Q4 		$286M Buy
7,246,332
+953,829
+15% +$36.6M 0.14% 131
2021
Q3 		$227M Buy
6,292,503
+2,794,190
+80% +$104M 0.12% 143
2021
Q2 		$127M Buy
3,498,313
+863,251
+33% +$30.2M 0.07% 232
2021
Q1 		$87.4M Buy
2,635,062
+839,979
+47% +$27.2M 0.06% 268
2020
Q4 		$56.2M Buy
+1,795,083
New +$53.2M 0.04% 321

Other funds holding USXF

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management's USXF Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1.8% in Q2 2026, selling an estimated $3.22M and leaving 2,736,939 shares worth $190M. The position accounts for 0.04% of the portfolio, ranked #375.

Envestnet Asset Management first reported a position in USXF in Q4 2020 and has held it in 23 quarters since. The position peaked at $286M in Q4 2021. 298 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Envestnet Asset Management held 2,736,939 shares of iShares ESG Advanced MSCI USA ETF worth $190M as of Q2 2026.
  • Envestnet Asset Management sold 49,722 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $3.22M.
  • iShares ESG Advanced MSCI USA ETF made up 0.04% of Envestnet Asset Management's portfolio in Q2 2026, its #375 holding.
  • Envestnet Asset Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Envestnet Asset Management's iShares ESG Advanced MSCI USA ETF position peaked at $286M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.