Investor's Fiduciary Advisor Network’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-19,832	Closed	-$1.09M	–	282
2026 Q1	$1.09M	Sell	19,832 -20	-0.1%	-$1.16K	0.34%	83
2025 Q4	$1.14M	Sell	19,852 -463	-2%	-$26.6K	0.25%	97
2025 Q3	$1.16M	Sell	20,315 -7,266	-26%	-$405K	0.39%	73
2025 Q2	$1.49M	Sell	27,581 -18,715	-40%	-$915K	0.55%	48
2025 Q1	$2.16M	Buy	46,296 +3,022	+7%	+$150K	1.02%	26
2024 Q4	$2.15M	Buy	+43,274	New	+$2.2M	0.82%	31

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Investor's Fiduciary Advisor Network's USXF Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026, closing a stake of 19,832 shares — an estimated $1.09M sold.

Investor's Fiduciary Advisor Network first reported a position in USXF in Q4 2024 and held it in 6 quarters. The position peaked at $2.16M in Q1 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 19,832 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $1.09M.
Investor's Fiduciary Advisor Network first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares ESG Advanced MSCI USA ETF position peaked at $2.16M in Q1 2025.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.