Highland Financial Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Highland Financial 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
2026 Q2	$5.38M	Buy	77,452 +29,248	+61%	+$1.89M	1.18%	18
2026 Q1	$2.66M	Buy	48,204 +5,152	+12%	+$298K	0.7%	18
2025 Q4	$2.48M	Sell	43,052 -1,252	-3%	-$72K	0.69%	19
2025 Q3	$2.54M	Buy	44,304 +5,984	+16%	+$334K	0.73%	19
2025 Q2	$2.07M	Buy	38,320 +5,904	+18%	+$289K	0.66%	19
2025 Q1	$1.51M	Buy	32,416 +22,588	+230%	+$1.12M	0.54%	23
2024 Q4	$489K	Hold	9,828	–	–	0.17%	37
2024 Q3	$482K	Hold	9,828	–	–	0.17%	32
2024 Q2	$458K	Buy	+9,828	New	+$439K	0.17%	35

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

Highland Financial Advisors's USXF Position: Q2 2026 in Review

Highland Financial Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 61% in Q2 2026, buying an estimated $1.89M and bringing the position to 77,452 shares worth $5.38M. The position accounts for 1.18% of the portfolio, ranked #18.

Highland Financial Advisors first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Highland Financial Advisors held 77,452 shares of iShares ESG Advanced MSCI USA ETF worth $5.38M as of Q2 2026.
Highland Financial Advisors bought 29,248 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $1.89M.
iShares ESG Advanced MSCI USA ETF made up 1.18% of Highland Financial Advisors's portfolio in Q2 2026, its #18 holding.
Highland Financial Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

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