F.L. Putnam Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

F.L. Putnam Investment Management’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	$819K	Buy	11,674 +86	+0.7%	+$5.57K	0.01%	402
2026 Q1	$640K	Sell	11,588 -487	-4%	-$28.2K	0.01%	382
2025 Q4	$695K	Sell	12,075 -80	-0.7%	-$4.6K	0.01%	369
2025 Q3	$697K	Sell	12,155 -86	-0.7%	-$4.8K	0.01%	364
2025 Q2	$660K	Sell	12,241 -341	-3%	-$16.7K	0.01%	369
2025 Q1	$587K	Buy	12,582 +590	+5%	+$29.3K	0.01%	386
2024 Q4	$596K	Buy	11,992 +139	+1%	+$7.06K	0.01%	388
2024 Q3	$582K	Sell	11,853 -8,519	-42%	-$402K	0.01%	407
2024 Q2	$949K	Buy	+20,372	New	+$910K	0.02%	333

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

F.L. Putnam Investment Management's USXF Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.74% in Q2 2026, buying an estimated $5.57K and bringing the position to 11,674 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #402.

F.L. Putnam Investment Management first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $949K in Q2 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

F.L. Putnam Investment Management held 11,674 shares of iShares ESG Advanced MSCI USA ETF worth $819K as of Q2 2026.
F.L. Putnam Investment Management bought 86 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $5.57K.
iShares ESG Advanced MSCI USA ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #402 holding.
F.L. Putnam Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
F.L. Putnam Investment Management's iShares ESG Advanced MSCI USA ETF position peaked at $949K in Q2 2024.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.