LPL Financial
USXF icon

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

LPL Financial’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 		$69.4M Buy
999,571
+29,507
+3% +$1.91M 0.02% 860
2026
Q1 		$53.5M Buy
970,064
+72,139
+8% +$4.17M 0.01% 881
2025
Q4 		$51.7M Buy
897,925
+15,591
+2% +$897K 0.01% 855
2025
Q3 		$50.6M Sell
882,334
-158,801
-15% -$8.86M 0.01% 844
2025
Q2 		$56.1M Sell
1,041,135
-118,570
-10% -$5.79M 0.02% 712
2025
Q1 		$54.1M Buy
1,159,705
+111,539
+11% +$5.54M 0.02% 655
2024
Q4 		$52.1M Buy
1,048,166
+462,065
+79% +$23.5M 0.02% 633
2024
Q3 		$28.8M Buy
586,101
+23,022
+4% +$1.09M 0.01% 853
2024
Q2 		$26.2M Buy
563,079
+106,550
+23% +$4.76M 0.01% 842
2024
Q1 		$20.6M Buy
456,529
+60,004
+15% +$2.55M 0.01% 934
2023
Q4 		$15.8M Buy
396,525
+56,678
+17% +$2.07M 0.01% 982
2023
Q3 		$11.8M Buy
339,847
+189,978
+127% +$6.87M 0.01% 1069
2023
Q2 		$5.39M Sell
149,869
-7,540
-5% -$255K ﹤0.01% 1521
2023
Q1 		$5.21M Buy
157,409
+7,256
+5% +$234K ﹤0.01% 1486
2022
Q4 		$4.6M Buy
150,153
+32,333
+27% +$979K ﹤0.01% 1512
2022
Q3 		$3.3M Sell
117,820
-13,647
-10% -$427K ﹤0.01% 1653
2022
Q2 		$3.93M Sell
131,467
-39,056
-23% -$1.26M ﹤0.01% 1561
2022
Q1 		$6.09M Buy
170,523
+21,034
+14% +$751K 0.01% 1313
2021
Q4 		$5.9M Buy
149,489
+15,534
+12% +$597K ﹤0.01% 1350
2021
Q3 		$4.84M Buy
133,955
+82,808
+162% +$3.08M ﹤0.01% 1418
2021
Q2 		$1.86M Buy
51,147
+16,645
+48% +$582K ﹤0.01% 2044
2021
Q1 		$1.14M Buy
34,502
+24,553
+247% +$794K ﹤0.01% 2283
2020
Q4 		$312K Buy
+9,949
New +$295K ﹤0.01% 3167

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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LPL Financial's USXF Position: Q2 2026 in Review

LPL Financial increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3% in Q2 2026, buying an estimated $1.91M and bringing the position to 999,571 shares worth $69.4M. The position accounts for 0.02% of the portfolio, ranked #860.

LPL Financial first reported a position in USXF in Q4 2020 and has held it in 23 quarters since. 298 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • LPL Financial held 999,571 shares of iShares ESG Advanced MSCI USA ETF worth $69.4M as of Q2 2026.
  • LPL Financial bought 29,507 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $1.91M.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #860 holding.
  • LPL Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.