KW
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KWB Wealth’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

KWB Wealth’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 		– Sell
-7,574
Closed -$436K – 185
2026
Q1 		$436K Sell
7,574
-600
-7% -$34.7K 0.04% 102
2025
Q4 		$471K Sell
8,174
-49
-0.6% -$2.82K 0.04% 109
2025
Q3 		$443K Buy
8,223
+103
+1% +$5.75K 0.05% 94
2025
Q2 		$379K Buy
8,120
+2,849
+54% +$139K 0.05% 106
2025
Q1 		$262K Buy
+5,271
New +$262K 0.03% 131

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

KWB Wealth's USXF Position: Q2 2026 in Review

KWB Wealth sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026, closing a stake of 7,574 shares — an estimated $436K sold.

KWB Wealth first reported a position in USXF in Q1 2025 and held it in 5 quarters. The position peaked at $471K in Q4 2025. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • KWB Wealth reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • KWB Wealth sold 7,574 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $436K.
  • KWB Wealth first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2025 and held it in 5 quarters.
  • KWB Wealth's iShares ESG Advanced MSCI USA ETF position peaked at $471K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.