Mercer Global Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Mercer Global 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 Q2	$319K	Buy	+4,600	New	+$298K	﹤0.01%	2743
2026 Q1	–	Sell	-4,573	Closed	-$263K	–	3351
2025 Q4	$263K	Buy	+4,573	New	+$263K	﹤0.01%	2338
2024 Q3	–	Sell	-4,977	Closed	-$232K	–	2052
2024 Q2	$232K	Hold	4,977	–	–	﹤0.01%	1711
2024 Q1	$225K	Sell	4,977 -251	-5%	-$10.7K	﹤0.01%	1720
2023 Q4	$208K	Buy	+5,228	New	+$191K	﹤0.01%	1823

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors's USXF Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 4,600 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #2743 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in USXF as recently as Q4 2025.

Mercer Global Advisors first reported a position in USXF in Q4 2023 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Mercer Global Advisors held 4,600 shares of iShares ESG Advanced MSCI USA ETF worth $319K as of Q2 2026.
iShares ESG Advanced MSCI USA ETF was a new Mercer Global Advisors position in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2743 holding.
Mercer Global Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 5 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.