FIT
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Financially in Tune’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Financially in Tune’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 		$323K Buy
5,850
+55
+0.9% +$3.18K 0.28% 50
2025
Q4 		$334K Buy
+5,795
New +$333K 0.31% 46

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

Financially in Tune's USXF Position: Q1 2026 in Review

Financially in Tune increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.95% in Q1 2026, buying an estimated $3.18K and bringing the position to 5,850 shares worth $323K. The position accounts for 0.28% of the portfolio, ranked #50.

Financially in Tune first reported a position in USXF in Q4 2025 and has held it in 2 quarters since. The position peaked at $334K in Q4 2025. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • Financially in Tune held 5,850 shares of iShares ESG Advanced MSCI USA ETF worth $323K as of Q1 2026.
  • Financially in Tune bought 55 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $3.18K.
  • iShares ESG Advanced MSCI USA ETF made up 0.28% of Financially in Tune's portfolio in Q1 2026, its #50 holding.
  • Financially in Tune first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
  • Financially in Tune's iShares ESG Advanced MSCI USA ETF position peaked at $334K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.