LifePlan Investment Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

LifePlan Investment Advisors’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	$584K	Sell	8,405 -887	-10%	-$57.4K	0.2%	88
2026 Q1	$513K	Sell	9,292 -159	-2%	-$9.2K	0.2%	85
2025 Q4	$544K	Buy	9,451 +658	+7%	+$37.9K	0.22%	79
2025 Q3	$504K	Sell	8,793 -3,361	-28%	-$187K	0.21%	78
2025 Q2	$655K	Sell	12,154 -5,297	-30%	-$259K	0.33%	65
2025 Q1	$814K	Buy	17,451 +3,148	+22%	+$156K	0.47%	55
2024 Q4	$711K	Buy	14,303 +5,487	+62%	+$279K	0.44%	52
2024 Q3	$433K	Buy	8,816 +89	+1%	+$4.2K	0.28%	61
2024 Q2	$407K	Sell	8,727 -601	-6%	-$26.9K	0.29%	58
2024 Q1	$421K	Buy	9,328 +126	+1%	+$5.35K	0.34%	56
2023 Q4	$366K	Buy	9,202 +1,154	+14%	+$42.2K	0.34%	49
2023 Q3	$279K	Sell	8,048 -1,040	-11%	-$37.6K	0.3%	52
2023 Q2	$327K	Buy	+9,088	New	+$307K	0.37%	44

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LifePlan Investment Advisors's USXF Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 9.5% in Q2 2026, selling an estimated $57.4K and leaving 8,405 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #88.

LifePlan Investment Advisors first reported a position in USXF in Q2 2023 and has held it in 13 quarters since. The position peaked at $814K in Q1 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

LifePlan Investment Advisors held 8,405 shares of iShares ESG Advanced MSCI USA ETF worth $584K as of Q2 2026.
LifePlan Investment Advisors sold 887 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $57.4K.
iShares ESG Advanced MSCI USA ETF made up 0.2% of LifePlan Investment Advisors's portfolio in Q2 2026, its #88 holding.
LifePlan Investment Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $814K in Q1 2025.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.