JFG
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JMG Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

JMG Financial Group’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 		$808K Hold
11,633
– – 0.02% 84
2026
Q1 		$642K Hold
11,633
– – 0.02% 85
2025
Q4 		$670K Hold
11,633
– – 0.02% 83
2025
Q3 		$667K Hold
11,633
– – 0.02% 82
2025
Q2 		$627K Hold
11,633
– – 0.02% 83
2025
Q1 		$543K Sell
11,633
-4,210
-27% -$209K 0.02% 84
2024
Q4 		$788K Sell
15,843
-390
-2% -$19.8K 0.03% 74
2024
Q3 		$797K Buy
16,233
+117
+0.7% +$5.52K 0.03% 76
2024
Q2 		$751K Hold
16,116
– – 0.03% 75
2024
Q1 		$728K Sell
16,116
-841
-5% -$35.7K 0.03% 75
2023
Q4 		$675K Sell
16,957
-14,534
-46% -$532K 0.03% 76
2023
Q3 		$1.09M Buy
31,491
+19,885
+171% +$719K 0.05% 61
2023
Q2 		$417K Buy
11,606
+1,082
+10% +$36.5K 0.02% 84
2023
Q1 		$348K Sell
10,524
-8,697
-45% -$280K 0.02% 89
2022
Q4 		$589K Buy
19,221
+255
+1% +$7.72K 0.03% 69
2022
Q3 		$531K Hold
18,966
– – 0.03% 68
2022
Q2 		$567K Buy
18,966
+9,363
+98% +$302K 0.04% 66
2022
Q1 		$343K Hold
9,603
– – 0.02% 67
2021
Q4 		$379K Hold
9,603
– – 0.02% 67
2021
Q3 		$347K Buy
9,603
+2,028
+27% +$75.5K 0.02% 68
2021
Q2 		$275K Buy
+7,575
New +$265K 0.02% 75

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

JMG Financial Group's USXF Position: Q2 2026 in Review

JMG Financial Group held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 11,633 shares worth $808K. The position accounts for 0.02% of the portfolio, ranked #84.

JMG Financial Group first reported a position in USXF in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q3 2023. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • JMG Financial Group held 11,633 shares of iShares ESG Advanced MSCI USA ETF worth $808K as of Q2 2026.
  • JMG Financial Group left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of JMG Financial Group's portfolio in Q2 2026, its #84 holding.
  • JMG Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • JMG Financial Group's iShares ESG Advanced MSCI USA ETF position peaked at $1.09M in Q3 2023.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.