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Equita Financial Network’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Equita Financial Network’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 		$2.81M Sell
40,479
-201
-0.5% -$13K 0.78% 27
2026
Q1 		$2.25M Sell
40,680
-1,899
-4% -$110K 0.71% 28
2025
Q4 		$2.45M Sell
42,579
-2,247
-5% -$129K 0.74% 27
2025
Q3 		$2.57M Sell
44,826
-867
-2% -$48.4K 0.87% 24
2025
Q2 		$2.46M Sell
45,693
-7,547
-14% -$369K 0.98% 22
2025
Q1 		$2.48M Buy
53,240
+4,125
+8% +$205K 0.87% 25
2024
Q4 		$2.44M Sell
49,115
-658
-1% -$33.4K 0.88% 26
2024
Q3 		$2.44M Buy
49,773
+9,358
+23% +$442K 0.89% 27
2024
Q2 		$1.88M Buy
40,415
+8,040
+25% +$359K 0.79% 29
2024
Q1 		$1.46M Buy
32,375
+4,726
+17% +$201K 0.66% 34
2023
Q4 		$1.1M Buy
27,649
+1,915
+7% +$70K 0.59% 37
2023
Q3 		$892K Buy
+25,734
New +$930K 0.55% 33

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
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

Equita Financial Network's USXF Position: Q2 2026 in Review

Equita Financial Network reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.49% in Q2 2026, selling an estimated $13K and leaving 40,479 shares worth $2.81M. The position accounts for 0.78% of the portfolio, ranked #27.

Equita Financial Network first reported a position in USXF in Q3 2023 and has held it in 12 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Equita Financial Network held 40,479 shares of iShares ESG Advanced MSCI USA ETF worth $2.81M as of Q2 2026.
  • Equita Financial Network sold 201 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $13K.
  • iShares ESG Advanced MSCI USA ETF made up 0.78% of Equita Financial Network's portfolio in Q2 2026, its #27 holding.
  • Equita Financial Network first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.