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Milestone Investment Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Milestone Investment 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 		$398K Sell
5,737
-6
-0.1% -$388 0.09% 73
2026
Q1 		$317K Sell
5,743
-9
-0.2% -$521 0.08% 76
2025
Q4 		$331K Hold
5,752
– – 0.08% 73
2025
Q3 		$330K Sell
5,752
-5
-0.1% -$279 0.08% 70
2025
Q2 		$310K Sell
5,757
-625
-10% -$30.5K 0.08% 70
2025
Q1 		$298K Sell
6,382
-394
-6% -$19.6K 0.08% 71
2024
Q4 		$337K Sell
6,776
-10
-0.1% -$508 0.09% 70
2024
Q3 		$333K Buy
6,786
+3,467
+104% +$164K 0.09% 71
2024
Q2 		$155K Buy
3,319
+1,399
+73% +$62.5K 0.04% 83
2024
Q1 		$86.7K Sell
1,920
-18
-0.9% -$764 0.02% 90
2023
Q4 		$77.2K Hold
1,938
– – 0.02% 87
2023
Q3 		$67.2K Hold
1,938
– – 0.02% 172
2023
Q2 		$69.7K Sell
1,938
-1,000
-34% -$33.8K 0.02% 82
2023
Q1 		$97.2K Buy
2,938
+38
+1% +$1.22K 0.03% 147
2022
Q4 		$88.9K Buy
+2,900
New +$87.8K 0.03% 76

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

Milestone Investment Advisors's USXF Position: Q2 2026 in Review

Milestone Investment Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.1% in Q2 2026, selling an estimated $388 and leaving 5,737 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #73.

Milestone Investment Advisors first reported a position in USXF in Q4 2022 and has held it in 15 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Milestone Investment Advisors held 5,737 shares of iShares ESG Advanced MSCI USA ETF worth $398K as of Q2 2026.
  • Milestone Investment Advisors sold 6 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $388.
  • iShares ESG Advanced MSCI USA ETF made up 0.09% of Milestone Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Milestone Investment Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.