Financial Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Financial 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
2025 Q3	$3.41M	Buy	59,527 +13	+0%	+$725	0.6%	14
2025 Q2	$3.21M	Buy	59,514 +21,562	+57%	+$1.05M	0.6%	14
2025 Q1	$1.77M	Buy	37,952 +48	+0.1%	+$2.38K	0.35%	19
2024 Q4	$1.88M	Buy	37,904 +75	+0.2%	+$3.81K	0.36%	19
2024 Q3	$1.86M	Buy	37,829 +21,787	+136%	+$1.03M	0.35%	18
2024 Q2	$747K	Hold	16,042	–	–	0.15%	29
2024 Q1	$724K	Hold	16,042	–	–	0.15%	31
2023 Q4	$639K	Buy	16,042 +156	+1%	+$5.71K	0.14%	33
2023 Q3	$551K	Sell	15,886 -700	-4%	-$25.3K	0.14%	35
2023 Q2	$596K	Buy	+16,586	New	+$560K	0.14%	33
2022 Q2	–	Sell	-17,739	Closed	-$633K	–	88
2022 Q1	$633K	Hold	17,739	–	–	0.2%	35
2021 Q4	$700K	Hold	17,739	–	–	0.21%	34
2021 Q3	$641K	Hold	17,739	–	–	0.22%	36
2021 Q2	$644K	Buy	+17,739	New	+$621K	0.23%	34

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Financial Advisors's USXF Position: Q3 2025 in Review

Financial Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.02% in Q3 2025, buying an estimated $725 and bringing the position to 59,527 shares worth $3.41M. The position accounts for 0.6% of the portfolio, ranked #14.

Financial Advisors first reported a position in USXF in Q2 2021 and has held it in 14 quarters since. 259 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

Financial Advisors held 59,527 shares of iShares ESG Advanced MSCI USA ETF worth $3.41M as of Q3 2025.
Financial Advisors bought 13 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $725.
iShares ESG Advanced MSCI USA ETF made up 0.6% of Financial Advisors's portfolio in Q3 2025, its #14 holding.
Financial Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 14 quarters since.
259 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.