JC
USXF icon

JB Capital’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

JB Capital’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 		$218K Sell
3,951
-149
-4% -$8.62K 0.01% 245
2025
Q4 		$236K Buy
4,100
+274
+7% +$15.8K 0.01% 235
2025
Q3 		$219K Sell
3,826
-1,150
-23% -$64.2K 0.01% 242
2025
Q2 		$268K Sell
4,976
-1,727
-26% -$84.4K 0.01% 208
2025
Q1 		$313K Sell
6,703
-187
-3% -$9.29K 0.02% 181
2024
Q4 		$343K Buy
6,890
+2,079
+43% +$106K 0.02% 173
2024
Q3 		$236K Buy
4,811
+30
+0.6% +$1.42K 0.01% 199
2024
Q2 		$223K Sell
4,781
-221
-4% -$9.87K 0.01% 212
2024
Q1 		$226K Buy
+5,002
New +$212K 0.02% 208

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return