MML Investors Services
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MML Investors Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

MML Investors Services’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 		$13.8M Buy
198,105
+33,001
+20% +$2.14M 0.03% 524
2026
Q1 		$9.11M Sell
165,104
-17,980
-10% -$1.04M 0.03% 573
2025
Q4 		$10.5M Buy
183,084
+34,556
+23% +$1.99M 0.03% 559
2025
Q3 		$8.51M Sell
148,528
-72,608
-33% -$4.05M 0.02% 611
2025
Q2 		$11.9M Sell
221,136
-72,097
-25% -$3.52M 0.03% 465
2025
Q1 		$13.7M Buy
293,233
+9,631
+3% +$478K 0.05% 385
2024
Q4 		$14.1M Buy
283,602
+17,700
+7% +$899K 0.05% 364
2024
Q3 		$13.1M Sell
265,902
-12,556
-5% -$592K 0.05% 355
2024
Q2 		$13M Sell
278,458
-17,122
-6% -$765K 0.05% 330
2024
Q1 		$13.3M Buy
295,580
+12,282
+4% +$522K 0.06% 330
2023
Q4 		$11.3M Buy
283,298
+69
+0% +$2.52K 0.05% 344
2023
Q3 		$9.82M Sell
283,229
-17,857
-6% -$646K 0.05% 331
2023
Q2 		$10.8M Buy
301,086
+7,416
+3% +$251K 0.06% 314
2023
Q1 		$9.71M Sell
293,670
-12,298
-4% -$396K 0.07% 291
2022
Q4 		$9.38M Buy
305,968
+132
+0% +$4K 0.06% 315
2022
Q3 		$8.57M Buy
305,836
+15,799
+5% +$494K 0.07% 287
2022
Q2 		$8.66M Sell
290,037
-94,454
-25% -$3.04M 0.07% 290
2022
Q1 		$13.7M Buy
384,491
+42,611
+12% +$1.52M 0.1% 222
2021
Q4 		$13.5M Buy
341,880
+79,767
+30% +$3.06M 0.1% 223
2021
Q3 		$9.47M Buy
262,113
+117,619
+81% +$4.38M 0.08% 278
2021
Q2 		$5.25M Buy
144,494
+28,761
+25% +$1.01M 0.04% 391
2021
Q1 		$3.84M Buy
115,733
+40,885
+55% +$1.32M 0.04% 429
2020
Q4 		$2.34M Buy
+74,848
New +$2.22M 0.03% 535

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

MML Investors Services's USXF Position: Q2 2026 in Review

MML Investors Services increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 20% in Q2 2026, buying an estimated $2.14M and bringing the position to 198,105 shares worth $13.8M. The position accounts for 0.03% of the portfolio, ranked #524.

MML Investors Services first reported a position in USXF in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.1M in Q4 2024. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • MML Investors Services held 198,105 shares of iShares ESG Advanced MSCI USA ETF worth $13.8M as of Q2 2026.
  • MML Investors Services bought 33,001 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $2.14M.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of MML Investors Services's portfolio in Q2 2026, its #524 holding.
  • MML Investors Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • MML Investors Services's iShares ESG Advanced MSCI USA ETF position peaked at $14.1M in Q4 2024.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.