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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
Q2 		$3.35M Buy
48,246
+342
+0.7% +$22.1K 1.8% 16
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
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

Invera Wealth Advisors's USXF Position: Q2 2026 in Review

Invera Wealth Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.71% in Q2 2026, buying an estimated $22.1K and bringing the position to 48,246 shares worth $3.35M. The position accounts for 1.8% of the portfolio, ranked #16.

Invera Wealth Advisors first reported a position in USXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.41M in Q4 2024. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Invera Wealth Advisors held 48,246 shares of iShares ESG Advanced MSCI USA ETF worth $3.35M as of Q2 2026.
  • Invera Wealth Advisors bought 342 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $22.1K.
  • iShares ESG Advanced MSCI USA ETF made up 1.8% of Invera Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Invera Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • Invera Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $9.41M in Q4 2024.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.