FMI
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F/M Investments’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

F/M Investments’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 		$523K Sell
7,636
-820
-10% -$53.1K 0.03% 251
2026
Q1 		$467K Sell
8,456
-2,475
-23% -$143K 0.03% 238
2025
Q4 		$630K Sell
10,931
-530
-5% -$30.5K 0.02% 316
2025
Q3 		$657K Sell
11,461
-6,707
-37% -$374K 0.03% 317
2025
Q2 		$981K Hold
18,168
– – 0.04% 288
2025
Q1 		$848K Hold
18,168
– – 0.03% 302
2024
Q4 		$903K Hold
18,168
– – 0.03% 295
2024
Q3 		$891K Buy
+18,168
New +$857K 0.03% 264
2024
Q2 		– Sell
-18,917
Closed -$854K – 340
2024
Q1 		$854K Buy
18,917
+1,317
+7% +$55.9K 0.58% 41
2023
Q4 		$701K Buy
17,600
+684
+4% +$25K 0.4% 53
2023
Q3 		$586K Buy
16,916
+1,045
+7% +$37.8K 0.44% 47
2023
Q2 		$571K Sell
15,871
-725
-4% -$24.5K 0.42% 46
2023
Q1 		$549K Buy
16,596
+1,902
+13% +$61.3K 0.55% 36
2022
Q4 		$451K Buy
14,694
+2,621
+22% +$79.4K 0.55% 40
2022
Q3 		$338K Buy
+12,073
New +$377K 0.55% 27
2022
Q2 		– Sell
-7,457
Closed -$266K – 93
2022
Q1 		$266K Buy
7,457
+2,046
+38% +$73K 0.21% 47
2021
Q4 		$213K Buy
+5,411
New +$208K 0.16% 69

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

F/M Investments's USXF Position: Q2 2026 in Review

F/M Investments reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 9.7% in Q2 2026, selling an estimated $53.1K and leaving 7,636 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #251.

F/M Investments first reported a position in USXF in Q4 2021 and has held it in 17 quarters since. The position peaked at $981K in Q2 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • F/M Investments held 7,636 shares of iShares ESG Advanced MSCI USA ETF worth $523K as of Q2 2026.
  • F/M Investments sold 820 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $53.1K.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of F/M Investments's portfolio in Q2 2026, its #251 holding.
  • F/M Investments first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 17 quarters since.
  • F/M Investments's iShares ESG Advanced MSCI USA ETF position peaked at $981K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.