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Insight Wealth Strategies’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Insight Wealth Strategies’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 		$213K Buy
+3,114
New +$201K 0.02% 178
2026
Q1 		– Sell
-3,668
Closed -$211K – 186
2025
Q4 		$211K Sell
3,668
-9
-0.2% -$518 0.02% 167
2025
Q3 		$211K Sell
3,677
-155
-4% -$8.65K 0.02% 168
2025
Q2 		$206K Buy
+3,832
New +$187K 0.03% 168

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

Insight Wealth Strategies's USXF Position: Q2 2026 in Review

Insight Wealth Strategies opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 3,114 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings. This is a return to the name: Insight Wealth Strategies previously reported a position in USXF as recently as Q4 2025.

Insight Wealth Strategies first reported a position in USXF in Q2 2025 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Insight Wealth Strategies held 3,114 shares of iShares ESG Advanced MSCI USA ETF worth $213K as of Q2 2026.
  • iShares ESG Advanced MSCI USA ETF was a new Insight Wealth Strategies position in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Insight Wealth Strategies's portfolio in Q2 2026, its #178 holding.
  • Insight Wealth Strategies first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2025 and has held it in 4 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.