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

First Horizon 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
Q2 		$625K Buy
11,582
+450
+4% +$22K 0.02% 311
2025
Q1 		$520K Sell
11,132
-596
-5% -$29.6K 0.01% 329
2024
Q4 		$583K Sell
11,728
-13,241
-53% -$673K 0.02% 315
2024
Q3 		$1.23M Buy
24,969
+838
+3% +$39.5K 0.03% 238
2024
Q2 		$1.12M Sell
24,131
-9
-0% -$402 0.03% 240
2024
Q1 		$1.09M Sell
24,140
-527
-2% -$22.4K 0.03% 241
2023
Q4 		$982K Buy
24,667
+2,758
+13% +$101K 0.03% 256
2023
Q3 		$759K Sell
21,909
-452
-2% -$16.3K 0.03% 274
2023
Q2 		$804K Buy
22,361
+2,345
+12% +$79.2K 0.03% 276
2023
Q1 		$662K Sell
20,016
-895
-4% -$28.8K 0.02% 298
2022
Q4 		$641K Sell
20,911
-2,869
-12% -$86.9K 0.02% 297
2022
Q3 		$666K Sell
23,780
-703
-3% -$22K 0.03% 282
2022
Q2 		$730K Buy
+24,483
New +$789K 0.03% 280
2022
Q1 		– Sell
-23,154
Closed -$912K – 2284
2021
Q4 		$912K Buy
23,154
+3,230
+16% +$124K 0.03% 280
2021
Q3 		$719K Buy
19,924
+15,780
+381% +$588K 0.02% 296
2021
Q2 		$150K Buy
4,144
+1,215
+41% +$42.5K 0.01% 451
2021
Q1 		$97K Buy
+2,929
New +$94.8K 0.01% 520

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

First Horizon Advisors's USXF Position: Q2 2025 in Review

First Horizon Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4% in Q2 2025, buying an estimated $22K and bringing the position to 11,582 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #311.

First Horizon Advisors first reported a position in USXF in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.23M in Q3 2024. 266 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • First Horizon Advisors held 11,582 shares of iShares ESG Advanced MSCI USA ETF worth $625K as of Q2 2025.
  • First Horizon Advisors bought 450 iShares ESG Advanced MSCI USA ETF shares in Q2 2025, an estimated $22K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of First Horizon Advisors's portfolio in Q2 2025, its #311 holding.
  • First Horizon Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 17 quarters since.
  • First Horizon Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $1.23M in Q3 2024.
  • 266 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.