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

Financial Connections Group’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
Q1 		$12.6M Sell
227,786
-13,890
-6% -$804K 4.37% 6
2025
Q4 		$13.9M Buy
241,676
+4,624
+2% +$266K 4.78% 6
2025
Q3 		$13.6M Buy
237,052
+14,471
+7% +$807K 5.3% 5
2025
Q2 		$12M Buy
222,581
+2,060
+0.9% +$101K 4.95% 6
2025
Q1 		$10.3M Buy
220,521
+6,165
+3% +$306K 4.62% 8
2024
Q4 		$10.7M Buy
214,356
+4,905
+2% +$249K 5.12% 6
2024
Q3 		$10.3M Buy
209,451
+15,161
+8% +$715K 5.05% 6
2024
Q2 		$9.05M Buy
194,290
+9,977
+5% +$446K 4.7% 7
2024
Q1 		$8.32M Buy
184,313
+5,000
+3% +$212K 9.11% 4
2023
Q4 		$7.14M Buy
179,313
+6,940
+4% +$254K 4.62% 7
2023
Q3 		$5.97M Buy
172,373
+45,627
+36% +$1.65M 7.37% 5
2023
Q2 		$4.56M Sell
126,746
-6,298
-5% -$213K 2.99% 14
2023
Q1 		$4.4M Sell
133,044
-269
-0.2% -$8.66K 3.12% 11
2022
Q4 		$4.09M Sell
133,313
-11,058
-8% -$335K 3.22% 11
2022
Q3 		$4.04M Sell
144,371
-15,664
-10% -$490K 3.41% 11
2022
Q2 		$4.78M Buy
160,035
+22,251
+16% +$717K 4.21% 8
2022
Q1 		$4.92M Buy
137,784
+17,237
+14% +$615K 4.95% 5
2021
Q4 		$4.75M Buy
+120,547
New +$4.63M 4.68% 7

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Financial Connections Group's USXF Position: Q1 2026 in Review

Financial Connections Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 5.7% in Q1 2026, selling an estimated $804K and leaving 227,786 shares worth $12.6M. The position accounts for 4.37% of the portfolio, ranked #6.

Financial Connections Group first reported a position in USXF in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.9M in Q4 2025. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • Financial Connections Group held 227,786 shares of iShares ESG Advanced MSCI USA ETF worth $12.6M as of Q1 2026.
  • Financial Connections Group sold 13,890 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $804K.
  • iShares ESG Advanced MSCI USA ETF made up 4.37% of Financial Connections Group's portfolio in Q1 2026, its #6 holding.
  • Financial Connections Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's iShares ESG Advanced MSCI USA ETF position peaked at $13.9M in Q4 2025.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.