FFA
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Farther Finance Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Farther Finance 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 		$1.65M Sell
23,779
-139
-0.6% -$8.99K 0.01% 829
2026
Q1 		$1.33M Buy
23,918
+1,381
+6% +$79.9K 0.01% 824
2025
Q4 		$1.3M Sell
22,537
-526
-2% -$30.3K 0.01% 766
2025
Q3 		$1.32M Sell
23,063
-108
-0.5% -$6.03K 0.02% 603
2025
Q2 		$1.25M Sell
23,171
-834
-3% -$40.8K 0.03% 507
2025
Q1 		$1.12M Buy
24,005
+4,856
+25% +$241K 0.03% 462
2024
Q4 		$952K Sell
19,149
-452
-2% -$23K 0.03% 382
2024
Q3 		$962K Buy
19,601
+2,081
+12% +$98.2K 0.04% 358
2024
Q2 		$813K Buy
17,520
+1,671
+11% +$74.7K 0.04% 345
2024
Q1 		$712K Sell
15,849
-16
-0.1% -$679 0.04% 314
2023
Q4 		$632K Buy
15,865
+154
+1% +$5.63K 0.05% 308
2023
Q3 		$545K Buy
15,711
+15
+0.1% +$542 0.09% 194
2023
Q2 		$564K Sell
15,696
-438
-3% -$14.8K 0.12% 146
2023
Q1 		$534K Sell
16,134
-20,356
-56% -$656K 0.16% 121
2022
Q4 		$1.12M Buy
+36,490
New +$1.11M 0.43% 41

Other funds holding USXF

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Farther Finance Advisors's USXF Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.58% in Q2 2026, selling an estimated $8.99K and leaving 23,779 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #829.

Farther Finance Advisors first reported a position in USXF in Q4 2022 and has held it in 15 quarters since. 89 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Farther Finance Advisors held 23,779 shares of iShares ESG Advanced MSCI USA ETF worth $1.65M as of Q2 2026.
  • Farther Finance Advisors sold 139 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $8.99K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #829 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.