Jones Financial Companies
USXF icon

Jones Financial Companies’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Jones Financial Companies’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 		$1.07M Buy
15,918
+2,151
+16% +$139K ﹤0.01% 1858
2026
Q1 		$741K Buy
13,767
+6,653
+94% +$385K ﹤0.01% 1849
2025
Q4 		$410K Buy
7,114
+2,741
+63% +$158K ﹤0.01% 1606
2025
Q3 		$248K Buy
4,373
+635
+17% +$35.4K ﹤0.01% 1702
2025
Q2 		$200K Buy
3,738
+1,452
+64% +$71K ﹤0.01% 1660
2025
Q1 		$106K Buy
2,286
+2,144
+1,510% +$106K ﹤0.01% 1746
2024
Q4 		$7.07K Buy
+142
New +$7.22K ﹤0.01% 2654
2024
Q2 		– Sell
-562
Closed -$25.4K – 2448
2024
Q1 		$25.4K Buy
+562
New +$23.9K ﹤0.01% 854

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Jones Financial Companies's USXF Position: Q2 2026 in Review

Jones Financial Companies increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 16% in Q2 2026, buying an estimated $139K and bringing the position to 15,918 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Jones Financial Companies first reported a position in USXF in Q1 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Jones Financial Companies held 15,918 shares of iShares ESG Advanced MSCI USA ETF worth $1.07M as of Q2 2026.
  • Jones Financial Companies bought 2,151 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $139K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1858 holding.
  • Jones Financial Companies first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 8 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.