EP Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

EP Wealth Advisors’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	$3.13M	Buy	+45,022	New	+$2.91M	0.01%	483

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

EP Wealth Advisors's USXF Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 45,022 shares worth $3.13M. The stake represents 0.01% of the portfolio and ranks #483 among its holdings.

299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

EP Wealth Advisors held 45,022 shares of iShares ESG Advanced MSCI USA ETF worth $3.13M as of Q2 2026.
iShares ESG Advanced MSCI USA ETF was a new EP Wealth Advisors position in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #483 holding.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.