IWC
USXF icon

Integrated Wealth Concepts’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Integrated Wealth Concepts’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 		$5.01M Buy
72,102
+9,264
+15% +$599K 0.02% 598
2026
Q1 		$3.47M Buy
62,838
+40,129
+177% +$2.32M 0.03% 549
2025
Q4 		$1.31M Sell
22,709
-40,552
-64% -$2.33M 0.02% 670
2025
Q3 		$3.63M Sell
63,261
-1,356
-2% -$75.6K 0.03% 474
2025
Q2 		$3.48M Buy
64,617
+2,178
+3% +$106K 0.04% 443
2025
Q1 		$2.91M Buy
62,439
+3,049
+5% +$151K 0.03% 476
2024
Q4 		$2.95M Sell
59,390
-31,032
-34% -$1.58M 0.03% 440
2024
Q3 		$4.44M Buy
90,422
+37,521
+71% +$1.77M 0.05% 317
2024
Q2 		$2.46M Buy
52,901
+45
+0.1% +$2.01K 0.03% 448
2024
Q1 		$2.39M Buy
52,856
+395
+0.8% +$16.8K 0.03% 460
2023
Q4 		$2.09M Buy
52,461
+2,132
+4% +$78K 0.03% 465
2023
Q3 		$1.74M Sell
50,329
-321
-0.6% -$11.6K 0.03% 496
2023
Q2 		$1.82M Buy
50,650
+3,112
+7% +$105K 0.03% 492
2023
Q1 		$1.57M Buy
47,538
+2,897
+6% +$93.3K 0.03% 478
2022
Q4 		$1.37M Buy
44,641
+3,113
+7% +$94.3K 0.04% 403
2022
Q3 		$1.16M Sell
41,528
-27,068
-39% -$846K 0.04% 393
2022
Q2 		$2.05M Buy
68,596
+4,095
+6% +$132K 0.06% 276
2022
Q1 		$2.3M Buy
64,501
+30,167
+88% +$1.08M 0.07% 233
2021
Q4 		$1.35M Buy
34,334
+17,639
+106% +$678K 0.04% 340
2021
Q3 		$603K Buy
16,695
+7,440
+80% +$277K 0.02% 534
2021
Q2 		$336K Buy
+9,255
New +$324K 0.01% 625

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

Integrated Wealth Concepts's USXF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 15% in Q2 2026, buying an estimated $599K and bringing the position to 72,102 shares worth $5.01M. The position accounts for 0.02% of the portfolio, ranked #598.

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

  • Integrated Wealth Concepts held 72,102 shares of iShares ESG Advanced MSCI USA ETF worth $5.01M as of Q2 2026.
  • Integrated Wealth Concepts bought 9,264 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $599K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #598 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.