JFS Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

JFS Wealth Advisors’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	$137K	Sell	1,966 -227	-10%	-$14.7K	0.01%	386
2026 Q1	$121K	Hold	2,193	–	–	0.01%	393
2025 Q4	$126K	Buy	2,193 +4	+0.2%	+$230	0.01%	376
2025 Q3	$125K	Sell	2,189 -893	-29%	-$49.8K	0.01%	382
2025 Q2	$166K	Sell	3,082 -1,559	-34%	-$76.2K	0.01%	313
2025 Q1	$217K	Buy	4,641 +293	+7%	+$14.6K	0.01%	296
2024 Q4	$216K	Buy	4,348 +879	+25%	+$44.7K	0.01%	281
2024 Q3	$170K	Sell	3,469 -29	-0.8%	-$1.37K	0.01%	304
2024 Q2	$163K	Buy	3,498 +171	+5%	+$7.64K	0.01%	259
2024 Q1	$150K	Sell	3,327 -263	-7%	-$11.2K	0.01%	268
2023 Q4	$143K	Buy	+3,590	New	+$131K	0.01%	261

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

JFS Wealth Advisors's USXF Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 10% in Q2 2026, selling an estimated $14.7K and leaving 1,966 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #386.

JFS Wealth Advisors first reported a position in USXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $217K in Q1 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

JFS Wealth Advisors held 1,966 shares of iShares ESG Advanced MSCI USA ETF worth $137K as of Q2 2026.
JFS Wealth Advisors sold 227 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $14.7K.
iShares ESG Advanced MSCI USA ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #386 holding.
JFS Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
JFS Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $217K in Q1 2025.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.