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

Medallion Wealth Advisors’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
Q1 		$5.91K Hold
107
– – ﹤0.01% 841
2025
Q4 		$6.16K Hold
107
– – ﹤0.01% 828
2025
Q3 		$6.13K Hold
107
– – ﹤0.01% 830
2025
Q2 		$5.75K Buy
107
+1
+0.9% +$49 ﹤0.01% 813
2025
Q1 		$4.96K Hold
106
– – ﹤0.01% 790
2024
Q4 		$5.27K Buy
+106
New +$5.39K ﹤0.01% 741

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Medallion Wealth Advisors's USXF Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q1 2026 at 107 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Medallion Wealth Advisors first reported a position in USXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.16K in Q4 2025. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • Medallion Wealth Advisors held 107 shares of iShares ESG Advanced MSCI USA ETF worth $5.91K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #841 holding.
  • Medallion Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $6.16K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.