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Key Capital Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Key Capital 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 		$2.29K Sell
33
-4
-11% -$259 ﹤0.01% 557
2026
Q1 		$2.04K Hold
37
– – ﹤0.01% 525
2025
Q4 		$2.13K Buy
+37
New +$2.13K ﹤0.01% 388

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
ZSI
ZENITH SOLUTIONS, INC. Philadelphia, Pennsylvania $110M AUM

Key Capital Management's USXF Position: Q2 2026 in Review

Key Capital Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 11% in Q2 2026, selling an estimated $259 and leaving 33 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Key Capital Management first reported a position in USXF in Q4 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Key Capital Management held 33 shares of iShares ESG Advanced MSCI USA ETF worth $2.29K as of Q2 2026.
  • Key Capital Management sold 4 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $259.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #557 holding.
  • Key Capital Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.