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Keel Point’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Keel Point’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 		$380K Hold
5,466
– – 0.02% 332
2026
Q1 		$302K Hold
5,466
– – 0.02% 353
2025
Q4 		$315K Hold
5,466
– – 0.02% 396
2025
Q3 		$313K Hold
5,466
– – 0.02% 399
2025
Q2 		$295K Hold
5,466
– – 0.02% 400
2025
Q1 		$255K Hold
5,466
– – 0.02% 383
2024
Q4 		$272K Hold
5,466
– – 0.02% 344
2024
Q3 		$268K Hold
5,466
– – 0.02% 356
2024
Q2 		$252K Hold
5,466
– – 0.02% 356
2024
Q1 		$247K Hold
5,466
– – 0.03% 328
2023
Q4 		$218K Sell
5,466
-1,116
-17% -$40.8K 0.03% 320
2023
Q3 		$228K Buy
+6,582
New +$238K 0.03% 278

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

Keel Point's USXF Position: Q2 2026 in Review

Keel Point held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 5,466 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #332.

Keel Point first reported a position in USXF in Q3 2023 and has held it in 12 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Keel Point held 5,466 shares of iShares ESG Advanced MSCI USA ETF worth $380K as of Q2 2026.
  • Keel Point 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 Keel Point's portfolio in Q2 2026, its #332 holding.
  • Keel Point first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.