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Horst & Graben Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Horst & Graben Wealth Management’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 		$2.82M Sell
41,174
-1,481
-3% -$95.8K 0.37% 45
2026
Q1 		$2.72M Sell
42,655
-868
-2% -$50.2K 0.37% 45
2025
Q4 		$2.51M Buy
43,523
+307
+0.7% +$17.7K 0.38% 40
2025
Q3 		$2.48M Sell
43,216
-13,170
-23% -$735K 0.38% 44
2025
Q2 		$3.04M Sell
56,386
-16,337
-22% -$798K 0.5% 38
2025
Q1 		$3.39M Sell
72,723
-2,432
-3% -$121K 0.61% 34
2024
Q4 		$3.74M Buy
75,155
+5,802
+8% +$295K 0.67% 26
2024
Q3 		$3.4M Buy
69,353
+1,841
+3% +$86.9K 0.61% 27
2024
Q2 		$3.14M Sell
67,512
-173
-0.3% -$7.73K 0.6% 29
2024
Q1 		$3.06M Sell
67,685
-1,665
-2% -$70.7K 0.62% 30
2023
Q4 		$2.76M Buy
69,350
+1,291
+2% +$47.2K 0.61% 33
2023
Q3 		$2.36M Sell
68,059
-1,437
-2% -$52K 0.58% 30
2023
Q2 		$2.5M Sell
69,496
-202
-0.3% -$6.82K 0.6% 24
2023
Q1 		$2.31M Sell
69,698
-215
-0.3% -$6.93K 0.57% 27
2022
Q4 		$2.14M Buy
69,913
+592
+0.9% +$17.9K 0.56% 32
2022
Q3 		$1.94M Buy
69,321
+4,369
+7% +$137K 0.55% 30
2022
Q2 		$1.94M Sell
64,952
-7,184
-10% -$232K 0.53% 35
2022
Q1 		$2.58M Buy
72,136
+3,150
+5% +$112K 0.63% 31
2021
Q4 		$2.72M Buy
68,986
+300
+0.4% +$11.5K 0.68% 32
2021
Q3 		$2.48M Buy
68,686
+27,448
+67% +$1.02M 0.68% 31
2021
Q2 		$1.5M Buy
41,238
+4,855
+13% +$170K 0.42% 38
2021
Q1 		$1.21M Buy
36,383
+20,251
+126% +$655K 0.38% 39
2020
Q4 		$505K Buy
+16,132
New +$478K 0.17% 68

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

Horst & Graben Wealth Management's USXF Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3.5% in Q2 2026, selling an estimated $95.8K and leaving 41,174 shares worth $2.82M. The position accounts for 0.37% of the portfolio, ranked #45.

Horst & Graben Wealth Management first reported a position in USXF in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.74M in Q4 2024. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Horst & Graben Wealth Management held 41,174 shares of iShares ESG Advanced MSCI USA ETF worth $2.82M as of Q2 2026.
  • Horst & Graben Wealth Management sold 1,481 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $95.8K.
  • iShares ESG Advanced MSCI USA ETF made up 0.37% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Horst & Graben Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $3.74M in Q4 2024.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.