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

Focus Financial Network’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 Q2	$400K	Buy	5,757 +1,820	+46%	+$118K	0.01%	549
2026 Q1	$217K	Buy	3,937 +137	+4%	+$7.93K	0.01%	678
2025 Q4	$219K	Buy	3,800 +1	+0%	+$58	0.01%	680
2025 Q3	$218K	Hold	3,799	–	–	0.01%	689
2025 Q2	$205K	Sell	3,799 -1,525	-29%	-$74.5K	0.01%	687
2025 Q1	$248K	Buy	5,324 +158	+3%	+$7.85K	0.01%	601
2024 Q4	$257K	Buy	5,166 +590	+13%	+$30K	0.01%	595
2024 Q3	$225K	Buy	4,576 +9	+0.2%	+$425	0.01%	616
2024 Q2	$216K	Buy	+4,567	New	+$204K	0.01%	617

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Financial Network's USXF Position: Q2 2026 in Review

Focus Financial Network increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 46% in Q2 2026, buying an estimated $118K and bringing the position to 5,757 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #549.

Focus Financial Network first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Focus Financial Network held 5,757 shares of iShares ESG Advanced MSCI USA ETF worth $400K as of Q2 2026.
Focus Financial Network bought 1,820 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $118K.
iShares ESG Advanced MSCI USA ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #549 holding.
Focus Financial Network first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.