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

Merit Financial 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	$2.67M	Buy	38,474 +1,728	+5%	+$112K	0.02%	623
2026 Q1	$2.03M	Buy	36,746 +11,776	+47%	+$681K	0.02%	682
2025 Q4	$1.44M	Buy	24,970 +6,343	+34%	+$365K	0.01%	774
2025 Q3	$1.07M	Sell	18,627 -4,877	-21%	-$272K	0.01%	837
2025 Q2	$1.27M	Buy	23,504 +1,183	+5%	+$57.8K	0.01%	682
2025 Q1	$1.04M	Buy	22,321 +18,106	+430%	+$899K	0.02%	638
2024 Q4	$210K	Buy	+4,215	New	+$214K	﹤0.01%	1081

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

Merit Financial Group's USXF Position: Q2 2026 in Review

Merit Financial Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.7% in Q2 2026, buying an estimated $112K and bringing the position to 38,474 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #623.

Merit Financial Group first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Merit Financial Group held 38,474 shares of iShares ESG Advanced MSCI USA ETF worth $2.67M as of Q2 2026.
Merit Financial Group bought 1,728 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $112K.
iShares ESG Advanced MSCI USA ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #623 holding.
Merit Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.