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
Q2 		$266K Sell
3,834
-117
-3% -$7.57K 0.01% 240
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 $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

JB Capital's USXF Position: Q2 2026 in Review

JB Capital reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3% in Q2 2026, selling an estimated $7.57K and leaving 3,834 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #240.

JB Capital first reported a position in USXF in Q1 2024 and has held it in 10 quarters since. The position peaked at $343K in Q4 2024. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • JB Capital held 3,834 shares of iShares ESG Advanced MSCI USA ETF worth $266K as of Q2 2026.
  • JB Capital sold 117 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $7.57K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of JB Capital's portfolio in Q2 2026, its #240 holding.
  • JB Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • JB Capital's iShares ESG Advanced MSCI USA ETF position peaked at $343K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.