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MAI Capital Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

MAI Capital Management’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 		$2.85M Buy
41,028
+14,478
+55% +$937K 0.01% 607
2026
Q1 		$1.47M Buy
26,550
+1,652
+7% +$95.6K 0.01% 663
2025
Q4 		$1.43M Buy
24,898
+36
+0.1% +$2.07K 0.01% 649
2025
Q3 		$1.42M Buy
24,862
+6,244
+34% +$348K 0.01% 615
2025
Q2 		$1M Buy
18,618
+29
+0.2% +$1.42K 0.01% 653
2025
Q1 		$868K Buy
18,589
+200
+1% +$9.93K 0.01% 663
2024
Q4 		$914K Buy
18,389
+7,665
+71% +$390K 0.01% 662
2024
Q3 		$526K Buy
10,724
+11
+0.1% +$519 0.01% 725
2024
Q2 		$499K Buy
10,713
+459
+4% +$20.5K ﹤0.01% 810
2024
Q1 		$463K Buy
10,254
+4,024
+65% +$171K ﹤0.01% 828
2023
Q4 		$248K Buy
+6,230
New +$228K ﹤0.01% 938
2022
Q4 		– Sell
-8,419
Closed -$236K – 1066
2022
Q3 		$236K Buy
8,419
+15
+0.2% +$469 ﹤0.01% 779
2022
Q2 		$251K Buy
8,404
+10
+0.1% +$322 ﹤0.01% 738
2022
Q1 		$300K Sell
8,394
-4,312
-34% -$154K 0.01% 693
2021
Q4 		$501K Buy
+12,706
New +$488K 0.01% 574

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

MAI Capital Management's USXF Position: Q2 2026 in Review

MAI Capital Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 55% in Q2 2026, buying an estimated $937K and bringing the position to 41,028 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #607.

MAI Capital Management first reported a position in USXF in Q4 2021 and has held it in 15 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • MAI Capital Management held 41,028 shares of iShares ESG Advanced MSCI USA ETF worth $2.85M as of Q2 2026.
  • MAI Capital Management bought 14,478 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $937K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #607 holding.
  • MAI Capital Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 15 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.