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

Mather 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 		$14.9K Buy
214
+5
+2% +$324 ﹤0.01% 1404
2026
Q1 		$11.5K Buy
+209
New +$12.1K ﹤0.01% 1413
2025
Q4 		– Sell
-179
Closed -$10.3K – 1595
2025
Q3 		$10.3K Buy
+179
New +$9.98K ﹤0.01% 1265
2025
Q2 		– Sell
-293
Closed -$13.7K – 1662
2025
Q1 		$13.7K Buy
293
+108
+58% +$5.36K ﹤0.01% 1181
2024
Q4 		$9.2K Buy
185
+52
+39% +$2.64K ﹤0.01% 1264
2024
Q3 		$6.53K Buy
133
+65
+96% +$3.07K ﹤0.01% 1247
2024
Q2 		$3.07K Sell
68
-2
-3% -$89 ﹤0.01% 1763
2024
Q1 		$2.79K Buy
+70
New +$2.97K ﹤0.01% 1477

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

Mather Group's USXF Position: Q2 2026 in Review

Mather Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.4% in Q2 2026, buying an estimated $324 and bringing the position to 214 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Mather Group first reported a position in USXF in Q1 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Mather Group held 214 shares of iShares ESG Advanced MSCI USA ETF worth $14.9K as of Q2 2026.
  • Mather Group bought 5 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $324.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1404 holding.
  • Mather Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 8 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.