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

EverSource 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 		$638K Buy
9,190
+958
+12% +$62K 0.02% 479
2026
Q1 		$454K Buy
8,232
+290
+4% +$16.8K 0.01% 641
2025
Q4 		$457K Buy
7,942
+310
+4% +$17.8K 0.02% 572
2025
Q3 		$437K Sell
7,632
-2,555
-25% -$143K 0.02% 549
2025
Q2 		$549K Sell
10,187
-4,564
-31% -$223K 0.02% 414
2025
Q1 		$688K Sell
14,751
-1,892
-11% -$94K 0.04% 318
2024
Q4 		$827K Buy
16,643
+1,537
+10% +$78.1K 0.05% 271
2024
Q3 		$741K Buy
15,106
+395
+3% +$18.6K 0.05% 267
2024
Q2 		$695K Buy
14,711
+12,601
+597% +$563K 0.05% 266
2024
Q1 		$90K Sell
2,110
-7
-0.3% -$297 0.01% 746
2023
Q4 		$84.3K Hold
2,117
– – 0.01% 700
2023
Q3 		$73.4K Sell
2,117
-50
-2% -$1.81K 0.01% 679
2023
Q2 		$77.9K Hold
2,167
– – 0.01% 666
2023
Q1 		$71.7K Sell
2,167
-46
-2% -$1.48K 0.01% 660
2022
Q4 		$67.9K Sell
2,213
-5,963
-73% -$181K 0.01% 634
2022
Q3 		$229K Sell
8,176
-356
-4% -$11.1K 0.05% 281
2022
Q2 		$255K Sell
8,532
-1,896
-18% -$61.1K 0.07% 233
2022
Q1 		$372K Sell
10,428
-213
-2% -$7.6K 0.09% 185
2021
Q4 		$420K Buy
+10,641
New +$409K 0.12% 138

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

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

EverSource Wealth Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 12% in Q2 2026, buying an estimated $62K and bringing the position to 9,190 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #479.

EverSource Wealth Advisors first reported a position in USXF in Q4 2021 and has held it in 19 quarters since. The position peaked at $827K in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • EverSource Wealth Advisors held 9,190 shares of iShares ESG Advanced MSCI USA ETF worth $638K as of Q2 2026.
  • EverSource Wealth Advisors bought 958 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $62K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #479 holding.
  • EverSource Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $827K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.