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

Maia 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 		$369K Sell
5,313
-106
-2% -$6.86K 0.05% 257
2026
Q1 		$299K Sell
5,419
-1,600
-23% -$92.6K 0.05% 291
2025
Q4 		$409K Sell
7,019
-5,597
-44% -$322K 0.07% 246
2025
Q3 		$735K Sell
12,616
-2,886
-19% -$161K 0.12% 174
2025
Q2 		$836K Sell
15,502
-2,398
-13% -$117K 0.16% 145
2025
Q1 		$811K Sell
17,900
-253
-1% -$12.6K 0.18% 124
2024
Q4 		$910K Buy
18,153
+2,287
+14% +$116K 0.2% 109
2024
Q3 		$796K Buy
15,866
+491
+3% +$23.2K 0.2% 107
2024
Q2 		$740K Buy
+15,375
New +$687K 0.22% 95
2023
Q4 		$426K Buy
+10,703
New +$391K 0.17% 116

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

Maia Wealth's USXF Position: Q2 2026 in Review

Maia Wealth reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2% in Q2 2026, selling an estimated $6.86K and leaving 5,313 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #257.

Maia Wealth first reported a position in USXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $910K in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Maia Wealth held 5,313 shares of iShares ESG Advanced MSCI USA ETF worth $369K as of Q2 2026.
  • Maia Wealth sold 106 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $6.86K.
  • iShares ESG Advanced MSCI USA ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #257 holding.
  • Maia Wealth first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's iShares ESG Advanced MSCI USA ETF position peaked at $910K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

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