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

IFP 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 		$16K Sell
230
-153
-40% -$9.9K ﹤0.01% 3114
2026
Q1 		$21.1K Buy
383
+269
+236% +$15.6K ﹤0.01% 2751
2025
Q4 		$6.56K Hold
114
– – ﹤0.01% 3276
2025
Q3 		$6.53K Hold
114
– – ﹤0.01% 3111
2025
Q2 		$6.14K Sell
114
-2,158
-95% -$105K ﹤0.01% 3228
2025
Q1 		$106K Buy
+2,272
New +$113K ﹤0.01% 1498
2023
Q1 		– Sell
-20,270
Closed -$515K – 4394
2022
Q4 		$515K Buy
20,270
+4,399
+28% +$133K 0.01% 885
2022
Q3 		$402K Buy
15,871
+4,829
+44% +$151K 0.01% 1028
2022
Q2 		$279K Hold
11,042
– – 0.01% 1116
2022
Q1 		$279K Buy
+11,042
New +$394K 0.01% 1116
2021
Q2 		– Sell
-325
Closed -$11.4K – 3246
2021
Q1 		$11K Buy
+325
New +$10.5K ﹤0.01% 2114

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

IFP Advisors's USXF Position: Q2 2026 in Review

IFP Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 40% in Q2 2026, selling an estimated $9.9K and leaving 230 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #3114.

IFP Advisors first reported a position in USXF in Q1 2021 and has held it in 11 quarters since. The position peaked at $515K in Q4 2022. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • IFP Advisors held 230 shares of iShares ESG Advanced MSCI USA ETF worth $16K as of Q2 2026.
  • IFP Advisors sold 153 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $9.9K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3114 holding.
  • IFP Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 11 quarters since.
  • IFP Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $515K in Q4 2022.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.