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Larson Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Larson Financial Group’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
-47
Closed -$2.59K – 3931
2026
Q1 		$2.59K Hold
47
– – ﹤0.01% 2880
2025
Q4 		$2.71K Buy
+47
New +$2.7K ﹤0.01% 2697

Other funds holding USXF

Envestnet Asset Management
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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

Larson Financial Group's USXF Position: Q2 2026 in Review

Larson Financial Group sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026, closing a stake of 47 shares — an estimated $2.59K sold.

Larson Financial Group first reported a position in USXF in Q4 2025 and held it in 2 quarters. The position peaked at $2.71K in Q4 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Larson Financial Group reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 47 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $2.59K.
  • Larson Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and held it in 2 quarters.
  • Larson Financial Group's iShares ESG Advanced MSCI USA ETF position peaked at $2.71K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.