Mariner
USXF icon

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

Mariner’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 		$485K Sell
6,989
-4,265
-38% -$276K ﹤0.01% 2484
2026
Q1 		$621K Sell
11,254
-5,525
-33% -$320K ﹤0.01% 2326
2025
Q4 		$966K Buy
16,779
+2,680
+19% +$154K ﹤0.01% 1975
2025
Q3 		$808K Sell
14,099
-833
-6% -$46.5K ﹤0.01% 2073
2025
Q2 		$805K Buy
14,932
+5,354
+56% +$262K ﹤0.01% 1967
2025
Q1 		$447K Buy
9,578
+2,213
+30% +$110K ﹤0.01% 2299
2024
Q4 		$366K Buy
+7,365
New +$374K ﹤0.01% 2442

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

Mariner's USXF Position: Q2 2026 in Review

Mariner reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 38% in Q2 2026, selling an estimated $276K and leaving 6,989 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Mariner first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $966K in Q4 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Mariner held 6,989 shares of iShares ESG Advanced MSCI USA ETF worth $485K as of Q2 2026.
  • Mariner sold 4,265 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $276K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2484 holding.
  • Mariner first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • Mariner's iShares ESG Advanced MSCI USA ETF position peaked at $966K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.