KAS
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Kestra Advisory Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Kestra Advisory Services’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 		$2.66M Buy
38,334
+5,184
+16% +$335K 0.01% 1180
2026
Q1 		$1.83M Buy
33,150
+4,121
+14% +$238K 0.01% 1359
2025
Q4 		$1.67M Buy
29,029
+864
+3% +$49.7K 0.01% 1322
2025
Q3 		$1.61M Sell
28,165
-1,176
-4% -$65.6K 0.01% 1281
2025
Q2 		$1.58M Sell
29,341
-1,256
-4% -$61.4K 0.01% 1205
2025
Q1 		$1.43M Sell
30,597
-671
-2% -$33.3K 0.01% 1161
2024
Q4 		$1.55M Buy
31,268
+10
+0% +$508 0.01% 1138
2024
Q3 		$1.53M Sell
31,258
-1,513
-5% -$71.4K 0.01% 1099
2024
Q2 		$1.53M Sell
32,771
-1,658
-5% -$74.1K 0.01% 1106
2024
Q1 		$1.55M Buy
34,429
+4,508
+15% +$191K 0.01% 996
2023
Q4 		$1.19M Sell
29,921
-312
-1% -$11.4K 0.01% 1036
2023
Q3 		$1.05M Buy
30,233
+3,602
+14% +$130K 0.01% 973
2023
Q2 		$957K Sell
26,631
-634
-2% -$21.4K 0.01% 1001
2023
Q1 		$902K Sell
27,265
-47,220
-63% -$1.52M 0.01% 991
2022
Q4 		$2.28M Buy
74,485
+1,277
+2% +$38.7K 0.02% 695
2022
Q3 		$2.05M Buy
73,208
+10,887
+17% +$340K 0.02% 657
2022
Q2 		$1.86M Buy
62,321
+7,008
+13% +$226K 0.02% 699
2022
Q1 		$1.97M Buy
55,313
+12,473
+29% +$445K 0.02% 684
2021
Q4 		$1.69M Buy
42,840
+10,006
+30% +$384K 0.02% 757
2021
Q3 		$1.19M Buy
32,834
+19,674
+149% +$733K 0.01% 931
2021
Q2 		$478K Buy
+13,160
New +$461K 0.01% 1301

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

Kestra Advisory Services's USXF Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 16% in Q2 2026, buying an estimated $335K and bringing the position to 38,334 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #1180.

Kestra Advisory Services first reported a position in USXF in Q2 2021 and has held it in 21 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Kestra Advisory Services held 38,334 shares of iShares ESG Advanced MSCI USA ETF worth $2.66M as of Q2 2026.
  • Kestra Advisory Services bought 5,184 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $335K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1180 holding.
  • Kestra Advisory Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.