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Kestra Private Wealth Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Kestra Private Wealth 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 		$1.1M Buy
15,777
+4,154
+36% +$269K 0.01% 854
2026
Q1 		$642K Sell
11,623
-5,853
-33% -$339K 0.01% 1074
2025
Q4 		$1.01M Buy
17,476
+997
+6% +$57.4K 0.01% 803
2025
Q3 		$944K Buy
16,479
+7,282
+79% +$406K 0.01% 811
2025
Q2 		$496K Buy
9,197
+23
+0.3% +$1.12K 0.01% 1041
2025
Q1 		$428K Buy
9,174
+20
+0.2% +$993 0.01% 1037
2024
Q4 		$455K Buy
9,154
+823
+10% +$41.8K 0.01% 964
2024
Q3 		$409K Buy
8,331
+3,084
+59% +$146K 0.01% 958
2024
Q2 		$244K Buy
5,247
+10
+0.2% +$447 ﹤0.01% 1134
2024
Q1 		$236K Buy
5,237
+13
+0.2% +$552 0.01% 1110
2023
Q4 		$208K Buy
+5,224
New +$191K 0.01% 1095

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 Private Wealth Services's USXF Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 36% in Q2 2026, buying an estimated $269K and bringing the position to 15,777 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #854.

Kestra Private Wealth Services first reported a position in USXF in Q4 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Kestra Private Wealth Services held 15,777 shares of iShares ESG Advanced MSCI USA ETF worth $1.1M as of Q2 2026.
  • Kestra Private Wealth Services bought 4,154 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $269K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #854 holding.
  • Kestra Private Wealth Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

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