Fidelity Investments
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Fidelity Investments’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Fidelity 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 		$391K Buy
5,631
+1,811
+47% +$117K ﹤0.01% 3385
2026
Q1 		$211K Buy
3,820
+151
+4% +$8.74K ﹤0.01% 3473
2025
Q4 		$211K Sell
3,669
-5,607
-60% -$323K ﹤0.01% 3414
2025
Q3 		$532K Sell
9,276
-5,763
-38% -$321K ﹤0.01% 3012
2025
Q2 		$811K Sell
15,039
-10,364
-41% -$506K ﹤0.01% 2794
2025
Q1 		$1.19M Sell
25,403
-5,536
-18% -$275K ﹤0.01% 2624
2024
Q4 		$1.54M Buy
30,939
+4,067
+15% +$207K ﹤0.01% 2526
2024
Q3 		$1.32M Buy
26,872
+4,568
+20% +$216K ﹤0.01% 2523
2024
Q2 		$1.04M Sell
22,304
-150
-0.7% -$6.7K ﹤0.01% 2510
2024
Q1 		$1.01M Buy
22,454
+1,257
+6% +$53.4K ﹤0.01% 2500
2023
Q4 		$844K Buy
21,197
+272
+1% +$9.95K ﹤0.01% 2522
2023
Q3 		$725K Hold
20,925
– – ﹤0.01% 2535
2023
Q2 		$752K Buy
20,925
+6,988
+50% +$236K ﹤0.01% 2549
2023
Q1 		$461K Buy
13,937
+13,935
+696,750% +$449K ﹤0.01% 2718
2022
Q4 		$61 Sell
2
-1
-33% -$30 ﹤0.01% 4925
2022
Q3 		$0 Sell
3
-112
-97% -$3.5K ﹤0.01% 5426
2022
Q2 		$3K Buy
115
+105
+1,050% +$3.38K ﹤0.01% 4497
2022
Q1 		$0 Buy
10
+8
+400% +$286 ﹤0.01% 5504
2021
Q4 		$0 Buy
+2
New +$77 ﹤0.01% 4957

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

Fidelity Investments's USXF Position: Q2 2026 in Review

Fidelity Investments increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 47% in Q2 2026, buying an estimated $117K and bringing the position to 5,631 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

Fidelity Investments first reported a position in USXF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Fidelity Investments held 5,631 shares of iShares ESG Advanced MSCI USA ETF worth $391K as of Q2 2026.
  • Fidelity Investments bought 1,811 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $117K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3385 holding.
  • Fidelity Investments first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Fidelity Investments's iShares ESG Advanced MSCI USA ETF position peaked at $1.54M in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.