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

Magnus 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 		$1.71M Sell
24,666
-1,827
-7% -$118K 0.12% 116
2026
Q1 		$1.46M Sell
26,493
-1,322
-5% -$76.5K 0.12% 122
2025
Q4 		$1.6M Buy
27,815
+40
+0.1% +$2.3K 0.12% 133
2025
Q3 		$1.59M Buy
27,775
+19
+0.1% +$1.06K 0.13% 131
2025
Q2 		$1.5M Sell
27,756
-184
-0.7% -$8.99K 0.13% 122
2025
Q1 		$1.3M Buy
27,940
+548
+2% +$27.2K 0.13% 130
2024
Q4 		$1.36M Buy
27,392
+6,907
+34% +$351K 0.13% 121
2024
Q3 		$1.01M Buy
20,485
+4,641
+29% +$219K 0.1% 151
2024
Q2 		$738K Buy
15,844
+5,701
+56% +$255K 0.08% 160
2024
Q1 		$458K Buy
10,143
+3,931
+63% +$167K 0.05% 196
2023
Q4 		$247K Buy
+6,212
New +$227K 0.03% 254

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

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

Magnus Financial Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 6.9% in Q2 2026, selling an estimated $118K and leaving 24,666 shares worth $1.71M. The position accounts for 0.12% of the portfolio, ranked #116.

Magnus Financial Group first reported a position in USXF in Q4 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Magnus Financial Group held 24,666 shares of iShares ESG Advanced MSCI USA ETF worth $1.71M as of Q2 2026.
  • Magnus Financial Group sold 1,827 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $118K.
  • iShares ESG Advanced MSCI USA ETF made up 0.12% of Magnus Financial Group's portfolio in Q2 2026, its #116 holding.
  • Magnus Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.