Envestnet Portfolio Solutions
USXF icon

Envestnet Portfolio Solutions’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Envestnet Portfolio Solutions’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 		$35M Sell
504,269
-14,291
-3% -$925K 0.17% 92
2026
Q1 		$28.6M Sell
518,560
-7,130
-1% -$413K 0.16% 87
2025
Q4 		$30.3M Buy
525,690
+358
+0.1% +$20.6K 0.11% 104
2025
Q3 		$30.1M Sell
525,332
-244,895
-32% -$13.7M 0.11% 99
2025
Q2 		$41.5M Sell
770,227
-418,400
-35% -$20.4M 0.15% 76
2025
Q1 		$55.5M Sell
1,188,627
-319,010
-21% -$15.8M 0.21% 66
2024
Q4 		$75M Buy
1,507,637
+148,520
+11% +$7.55M 0.25% 60
2024
Q3 		$66.7M Buy
1,359,117
+9,396
+0.7% +$443K 0.22% 62
2024
Q2 		$62.9M Sell
1,349,721
-2,283
-0.2% -$102K 0.22% 61
2024
Q1 		$61M Sell
1,352,004
-62,917
-4% -$2.67M 0.23% 60
2023
Q4 		$56.3M Sell
1,414,921
-15,689
-1% -$574K 0.23% 57
2023
Q3 		$49.6M Buy
+1,430,610
New +$51.7M 0.23% 57

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
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 Portfolio Solutions's USXF Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.8% in Q2 2026, selling an estimated $925K and leaving 504,269 shares worth $35M. The position accounts for 0.17% of the portfolio, ranked #92.

Envestnet Portfolio Solutions first reported a position in USXF in Q3 2023 and has held it in 12 quarters since. The position peaked at $75M in Q4 2024. 298 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Envestnet Portfolio Solutions held 504,269 shares of iShares ESG Advanced MSCI USA ETF worth $35M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 14,291 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $925K.
  • iShares ESG Advanced MSCI USA ETF made up 0.17% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #92 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares ESG Advanced MSCI USA ETF position peaked at $75M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.