Key Capital Management
USXF icon

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
Q3 		$2.04K Sell
30
-3
-9% -$203 ﹤0.01% 593
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Key Capital Management's USXF Position: Q3 2026 in Review

Key Capital Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 9.1% in Q3 2026, selling an estimated $203 and leaving 30 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Key Capital Management first reported a position in USXF in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.29K in Q2 2026. 173 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Key Capital Management held 30 shares of iShares ESG Advanced MSCI USA ETF worth $2.04K as of Q3 2026.
  • Key Capital Management sold 3 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $203.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #593 holding.
  • Key Capital Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's iShares ESG Advanced MSCI USA ETF position peaked at $2.29K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.