Janney Montgomery Scott
USXF icon

Janney Montgomery Scott’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Janney Montgomery Scott’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 		$6.72M Buy
96,764
+294
+0.3% +$19K 0.01% 834
2026
Q1 		$5.33M Buy
96,470
+569
+0.6% +$32.9K 0.01% 821
2025
Q4 		$5.52M Buy
95,901
+6,490
+7% +$373K 0.01% 870
2025
Q3 		$5.12M Sell
89,411
-2,281
-2% -$127K 0.01% 880
2025
Q2 		$4.95M Sell
91,692
-2,645
-3% -$129K 0.01% 816
2025
Q1 		$4.4M Buy
94,337
+3,881
+4% +$193K 0.01% 825
2024
Q4 		$4.5M Buy
90,456
+12,198
+16% +$620K 0.01% 815
2024
Q3 		$3.84M Buy
78,258
+892
+1% +$42.1K 0.01% 847
2024
Q2 		$3.6M Buy
77,366
+2,302
+3% +$103K 0.01% 840
2024
Q1 		$3.39M Buy
75,064
+16,210
+28% +$688K 0.01% 913
2023
Q4 		$2.34M Buy
58,854
+3,281
+6% +$120K 0.01% 1036
2023
Q3 		$1.93M Sell
55,573
-5,199
-9% -$188K 0.01% 1043
2023
Q2 		$2.19M Buy
60,772
+9,671
+19% +$327K 0.01% 1032
2023
Q1 		$1.69M Buy
51,101
+3,756
+8% +$121K 0.01% 1051
2022
Q4 		$1.45M Buy
47,345
+2,408
+5% +$72.9K 0.01% 1170
2022
Q3 		$1.26M Buy
44,937
+6,733
+18% +$210K 0.01% 1197
2022
Q2 		$1.14M Sell
38,204
-6,824
-15% -$220K 0.01% 1176
2022
Q1 		$1.61M Buy
45,028
+7,410
+20% +$265K 0.01% 1010
2021
Q4 		$1.48M Buy
37,618
+11,380
+43% +$437K 0.01% 1125
2021
Q3 		$948K Buy
26,238
+19,051
+265% +$709K ﹤0.01% 1313
2021
Q2 		$261K Buy
+7,187
New +$252K ﹤0.01% 1993

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

Janney Montgomery Scott's USXF Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.3% in Q2 2026, buying an estimated $19K and bringing the position to 96,764 shares worth $6.72M. The position accounts for 0.01% of the portfolio, ranked #834.

Janney Montgomery Scott first reported a position in USXF in Q2 2021 and has held it in 21 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Janney Montgomery Scott held 96,764 shares of iShares ESG Advanced MSCI USA ETF worth $6.72M as of Q2 2026.
  • Janney Montgomery Scott bought 294 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $19K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #834 holding.
  • Janney Montgomery Scott first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.