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Keystone Financial Services (Colorado)’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Keystone Financial Services (Colorado)’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 		$707K Buy
10,177
+441
+5% +$28.5K 0.18% 58
2026
Q1 		$537K Buy
9,736
+19
+0.2% +$1.1K 0.16% 64
2025
Q4 		$560K Sell
9,717
-4,084
-30% -$235K 0.17% 67
2025
Q3 		$791K Buy
13,801
+147
+1% +$8.2K 0.25% 50
2025
Q2 		$736K Sell
13,654
-6,655
-33% -$325K 0.25% 51
2025
Q1 		$948K Buy
20,309
+3,292
+19% +$163K 0.36% 34
2024
Q4 		$846K Buy
17,017
+6
+0% +$305 0.32% 34
2024
Q3 		$835K Buy
17,011
+62
+0.4% +$2.92K 0.32% 33
2024
Q2 		$789K Buy
16,949
+869
+5% +$38.8K 0.33% 35
2024
Q1 		$726K Buy
16,080
+179
+1% +$7.6K 0.32% 38
2023
Q4 		$633K Buy
15,901
+1,404
+10% +$51.3K 0.3% 39
2023
Q3 		$502K Sell
14,497
-679
-4% -$24.6K 0.27% 44
2023
Q2 		$546K Buy
15,176
+4
+0% +$135 0.28% 39
2023
Q1 		$502K Sell
15,172
-370
-2% -$11.9K 0.27% 41
2022
Q4 		$509K Sell
15,542
-3,650
-19% -$111K 0.27% 44
2022
Q3 		$567K Sell
19,192
-640
-3% -$20K 0.33% 37
2022
Q2 		$641K Sell
19,832
-9,978
-33% -$322K 0.35% 37
2022
Q1 		$928K Buy
29,810
+4,928
+20% +$176K 0.53% 20
2021
Q4 		$981K Buy
+24,882
New +$956K 0.5% 24

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

Keystone Financial Services (Colorado)'s USXF Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.5% in Q2 2026, buying an estimated $28.5K and bringing the position to 10,177 shares worth $707K. The position accounts for 0.18% of the portfolio, ranked #58.

Keystone Financial Services (Colorado) first reported a position in USXF in Q4 2021 and has held it in 19 quarters since. The position peaked at $981K in Q4 2021. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Keystone Financial Services (Colorado) held 10,177 shares of iShares ESG Advanced MSCI USA ETF worth $707K as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 441 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $28.5K.
  • iShares ESG Advanced MSCI USA ETF made up 0.18% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #58 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Financial Services (Colorado)'s iShares ESG Advanced MSCI USA ETF position peaked at $981K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.