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

Invera Wealth 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 Q1	$2.64M	Sell	47,904 -47,883	-50%	-$2.77M	1.7%	20
2025 Q4	$5.52M	Sell	95,787 -10,457	-10%	-$602K	3.49%	6
2025 Q3	$6.09M	Sell	106,244 -5,735	-5%	-$320K	3.75%	4
2025 Q2	$6.04M	Sell	111,979 -60,423	-35%	-$2.95M	3.94%	3
2025 Q1	$8.05M	Sell	172,402 -6,356	-4%	-$316K	5.2%	1
2024 Q4	$9.41M	Buy	178,758 +8,245	+5%	+$419K	9.32%	1
2024 Q3	$8.89M	Buy	170,513 +1,617	+1%	+$76.3K	8.84%	1
2024 Q2	$8.04M	Buy	168,896 +2,044	+1%	+$91.3K	8.25%	1
2024 Q1	$7.04M	Sell	166,852 -1,297	-0.8%	-$55.1K	5.98%	1
2023 Q4	$6.7M	Buy	+168,149	New	+$6.15M	4.19%	1

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Invera Wealth Advisors's USXF Position: Q1 2026 in Review

Invera Wealth Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 50% in Q1 2026, selling an estimated $2.77M and leaving 47,904 shares worth $2.64M. The position accounts for 1.7% of the portfolio, ranked #20.

Invera Wealth Advisors first reported a position in USXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.41M in Q4 2024. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

Invera Wealth Advisors held 47,904 shares of iShares ESG Advanced MSCI USA ETF worth $2.64M as of Q1 2026.
Invera Wealth Advisors sold 47,883 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $2.77M.
iShares ESG Advanced MSCI USA ETF made up 1.7% of Invera Wealth Advisors's portfolio in Q1 2026, its #20 holding.
Invera Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Invera Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $9.41M in Q4 2024.
270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.