J. Mark Nickell & Co’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

J. Mark Nickell & Co’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	$709K	Buy	+4,594	New	+$297K	0.57%	17

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

J. Mark Nickell & Co's USXF Position: Q2 2026 in Review

J. Mark Nickell & Co opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 4,594 shares worth $709K. The stake represents 0.57% of the portfolio and ranks #17 among its holdings.

299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

J. Mark Nickell & Co held 4,594 shares of iShares ESG Advanced MSCI USA ETF worth $709K as of Q2 2026.
iShares ESG Advanced MSCI USA ETF was a new J. Mark Nickell & Co position in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up 0.57% of J. Mark Nickell & Co's portfolio in Q2 2026, its #17 holding.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.