IAIM
USXF icon

International Assets Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

International Assets Investment 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 		$878K Buy
12,837
+10,491
+447% +$679K 0.05% 319
2026
Q1 		$131K Sell
2,346
-7,285
-76% -$421K 0.01% 938
2025
Q4 		$555K Buy
9,631
+215
+2% +$12.4K 0.04% 418
2025
Q3 		$506K Hold
9,416
– – 0.04% 426
2025
Q2 		$508K Buy
+9,416
New +$460K 0.04% 429
2025
Q1 		– Sell
-24,075
Closed -$1.2M – 878
2024
Q4 		$1.2M Buy
+24,075
New +$1.22M 0.1% 187
2024
Q3 		– Sell
-23,695
Closed -$1.1M – 2600
2024
Q2 		$1.1M Sell
23,695
-100
-0.4% -$4.47K 0.1% 179
2024
Q1 		$1.07M Sell
23,795
-4,595
-16% -$195K 0.11% 195
2023
Q4 		$1.13M Buy
+28,390
New +$1.04M 0.14% 158

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

International Assets Investment Management's USXF Position: Q2 2026 in Review

International Assets Investment Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 447% in Q2 2026, buying an estimated $679K and bringing the position to 12,837 shares worth $878K. The position accounts for 0.05% of the portfolio, ranked #319.

International Assets Investment Management first reported a position in USXF in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.2M in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • International Assets Investment Management held 12,837 shares of iShares ESG Advanced MSCI USA ETF worth $878K as of Q2 2026.
  • International Assets Investment Management bought 10,491 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $679K.
  • iShares ESG Advanced MSCI USA ETF made up 0.05% of International Assets Investment Management's portfolio in Q2 2026, its #319 holding.
  • International Assets Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 9 quarters since.
  • International Assets Investment Management's iShares ESG Advanced MSCI USA ETF position peaked at $1.2M in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.