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First National Trust’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

First National Trust’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 		– Sell
-3,525
Closed -$203K – 414
2025
Q4 		$203K Buy
+3,525
New +$203K 0.01% 389

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Envestnet Portfolio Solutions
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JP Morgan Chase
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Mackenzie Financial
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PAS
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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

First National Trust's USXF Position: Q1 2026 in Review

First National Trust sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2026, closing a stake of 3,525 shares — an estimated $203K sold.

First National Trust first reported a position in USXF in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • First National Trust reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • First National Trust sold 3,525 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $203K.
  • First National Trust first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and held it in 1 quarter.
  • First National Trust's iShares ESG Advanced MSCI USA ETF position peaked at $203K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.