EH
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Equitable Holdings’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Equitable Holdings’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 		$2.66M Sell
38,337
-2,828
-7% -$183K 0.02% 644
2026
Q1 		$2.37M Sell
41,165
-440
-1% -$25.5K 0.02% 665
2025
Q4 		$2.4M Buy
41,605
+2,193
+6% +$126K 0.02% 584
2025
Q3 		$2.26M Sell
39,412
-9,866
-20% -$550K 0.02% 571
2025
Q2 		$2.66M Sell
49,278
-20,456
-29% -$1,000K 0.02% 489
2025
Q1 		$3.25M Buy
69,734
+2,457
+4% +$122K 0.03% 396
2024
Q4 		$3.35M Buy
67,277
+8,472
+14% +$431K 0.03% 361
2024
Q3 		$2.89M Buy
58,805
+121
+0.2% +$5.71K 0.03% 389
2024
Q2 		$2.73M Buy
58,684
+2,146
+4% +$95.9K 0.03% 386
2024
Q1 		$2.55M Buy
56,538
+775
+1% +$32.9K 0.03% 380
2023
Q4 		$2.22M Buy
55,763
+359
+0.6% +$13.1K 0.03% 386
2023
Q3 		$1.92M Sell
55,404
-1,736
-3% -$62.8K 0.03% 373
2023
Q2 		$2.05M Buy
57,140
+2,698
+5% +$91.1K 0.03% 348
2023
Q1 		$1.8M Buy
54,442
+1,277
+2% +$41.1K 0.03% 341
2022
Q4 		$1.63M Sell
53,165
-3,965
-7% -$120K 0.03% 332
2022
Q3 		$1.6M Buy
57,130
+802
+1% +$25.1K 0.03% 300
2022
Q2 		$1.68M Sell
56,328
-5,690
-9% -$183K 0.03% 289
2022
Q1 		$2.21M Buy
62,018
+8,972
+17% +$320K 0.04% 271
2021
Q4 		$2.09M Buy
53,046
+21,777
+70% +$837K 0.03% 272
2021
Q3 		$1.13M Buy
31,269
+4,684
+18% +$174K 0.02% 356
2021
Q2 		$965K Buy
26,585
+745
+3% +$26.1K 0.02% 380
2021
Q1 		$905K Buy
+25,840
New +$836K 0.02% 369

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

Equitable Holdings's USXF Position: Q2 2026 in Review

Equitable Holdings reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 6.9% in Q2 2026, selling an estimated $183K and leaving 38,337 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #644.

Equitable Holdings first reported a position in USXF in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.35M in Q4 2024. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Equitable Holdings held 38,337 shares of iShares ESG Advanced MSCI USA ETF worth $2.66M as of Q2 2026.
  • Equitable Holdings sold 2,828 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $183K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #644 holding.
  • Equitable Holdings first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • Equitable Holdings's iShares ESG Advanced MSCI USA ETF position peaked at $3.35M in Q4 2024.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.