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Harbour Investments’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Harbour Investments’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 		$546K Sell
7,865
-37
-0.5% -$2.39K 0.01% 1083
2026
Q1 		$436K Buy
7,902
+3,528
+81% +$204K 0.01% 1115
2025
Q4 		$252K Sell
4,374
-1,091
-20% -$62.8K 0.01% 1171
2025
Q3 		$313K Sell
5,465
-922
-14% -$51.4K 0.01% 1033
2025
Q2 		$344K Sell
6,387
-634
-9% -$31K 0.01% 925
2025
Q1 		$328K Buy
7,021
+147
+2% +$7.3K 0.01% 882
2024
Q4 		$342K Buy
6,874
+337
+5% +$17.1K 0.01% 831
2024
Q3 		$321K Sell
6,537
-6
-0.1% -$283 0.01% 825
2024
Q2 		$305K Sell
6,543
-152
-2% -$6.79K 0.01% 787
2024
Q1 		$302K Sell
6,695
-27
-0.4% -$1.15K 0.01% 765
2023
Q4 		$268K Buy
6,722
+921
+16% +$33.7K 0.01% 745
2023
Q3 		$201K Buy
5,801
+70
+1% +$2.53K 0.01% 789
2023
Q2 		$206K Buy
5,731
+5,259
+1,114% +$178K 0.01% 790
2023
Q1 		$15.6K Buy
472
+280
+146% +$9.02K ﹤0.01% 1842
2022
Q4 		$5.89K Sell
192
-1,063
-85% -$32.2K ﹤0.01% 2165
2022
Q3 		$37K Hold
1,255
– – ﹤0.01% 1390
2022
Q2 		$37K Buy
+1,255
New +$40.5K ﹤0.01% 1390
2021
Q4 		$95K Buy
2,404
+219
+10% +$8.41K 0.01% 985
2021
Q3 		$79K Buy
2,185
+1,592
+268% +$59.3K ﹤0.01% 1509
2021
Q2 		$22K Buy
593
+386
+186% +$13.5K ﹤0.01% 2303
2021
Q1 		$7K Buy
+207
New +$6.7K ﹤0.01% 2794

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments's USXF Position: Q2 2026 in Review

Harbour Investments reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.47% in Q2 2026, selling an estimated $2.39K and leaving 7,865 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #1083.

Harbour Investments first reported a position in USXF in Q1 2021 and has held it in 21 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Harbour Investments held 7,865 shares of iShares ESG Advanced MSCI USA ETF worth $546K as of Q2 2026.
  • Harbour Investments sold 37 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $2.39K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1083 holding.
  • Harbour Investments first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.