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MA Private Wealth’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

MA Private 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 		$1.22M Sell
17,594
-1,575
-8% -$102K 0.18% 48
2026
Q1 		$1.06M Hold
19,169
– – 0.18% 51
2025
Q4 		$1.1M Buy
19,169
+86
+0.5% +$4.95K 0.18% 47
2025
Q3 		$1.09M Sell
19,083
-4,374
-19% -$244K 0.18% 46
2025
Q2 		$1.27M Hold
23,457
– – 0.23% 42
2025
Q1 		$1.09M Hold
23,457
– – 0.21% 40
2024
Q4 		$1.17M Sell
23,457
-166
-0.7% -$8.44K 0.22% 38
2024
Q3 		$1.16M Buy
23,623
+224
+1% +$10.6K 0.22% 39
2024
Q2 		$1.09M Hold
23,399
– – 0.22% 40
2024
Q1 		$1.06M Hold
23,399
– – 0.21% 42
2023
Q4 		$932K Sell
23,399
-1,357
-5% -$49.6K 0.2% 46
2023
Q3 		$858K Hold
24,756
– – 0.2% 45
2023
Q2 		$890K Hold
24,756
– – 0.21% 43
2023
Q1 		$819K Buy
24,756
+6,803
+38% +$219K 0.2% 44
2022
Q4 		$550K Buy
17,953
+5,048
+39% +$153K 0.13% 52
2022
Q3 		$377K Buy
+12,905
New +$403K 0.09% 57

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

MA Private Wealth's USXF Position: Q2 2026 in Review

MA Private Wealth reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 8.2% in Q2 2026, selling an estimated $102K and leaving 17,594 shares worth $1.22M. The position accounts for 0.18% of the portfolio, ranked #48.

MA Private Wealth first reported a position in USXF in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q2 2025. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • MA Private Wealth held 17,594 shares of iShares ESG Advanced MSCI USA ETF worth $1.22M as of Q2 2026.
  • MA Private Wealth sold 1,575 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $102K.
  • iShares ESG Advanced MSCI USA ETF made up 0.18% of MA Private Wealth's portfolio in Q2 2026, its #48 holding.
  • MA Private Wealth first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
  • MA Private Wealth's iShares ESG Advanced MSCI USA ETF position peaked at $1.27M in Q2 2025.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.