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Kestra Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Kestra Investment Management’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 		$257K Buy
3,702
+77
+2% +$4.98K 0.01% 447
2026
Q1 		$200K Buy
3,625
+53
+1% +$3.07K ﹤0.01% 435
2025
Q4 		$206K Buy
3,572
+61
+2% +$3.51K 0.01% 419
2025
Q3 		$201K Sell
3,511
-709
-17% -$39.5K 0.01% 430
2025
Q2 		$228K Sell
4,220
-1,559
-27% -$76.2K 0.01% 405
2025
Q1 		$270K Buy
5,779
+1,399
+32% +$69.5K 0.01% 342
2024
Q4 		$218K Buy
+4,380
New +$223K 0.01% 342

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 Investment Management's USXF Position: Q2 2026 in Review

Kestra Investment Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.1% in Q2 2026, buying an estimated $4.98K and bringing the position to 3,702 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #447.

Kestra Investment Management first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q1 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Kestra Investment Management held 3,702 shares of iShares ESG Advanced MSCI USA ETF worth $257K as of Q2 2026.
  • Kestra Investment Management bought 77 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $4.98K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #447 holding.
  • Kestra Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's iShares ESG Advanced MSCI USA ETF position peaked at $270K in Q1 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.