MWM
USXF icon

Modern Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Modern Wealth Management’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 		$3.56M Sell
51,326
-4,380
-8% -$283K 0.04% 301
2026
Q1 		$3.1M Buy
55,706
+20,185
+57% +$1.17M 0.05% 253
2025
Q4 		$2.05M Buy
35,521
+6,371
+22% +$367K 0.04% 291
2025
Q3 		$1.67M Buy
29,150
+4,198
+17% +$234K 0.03% 311
2025
Q2 		$1.35M Buy
24,952
+10,610
+74% +$518K 0.03% 321
2025
Q1 		$669K Buy
+14,342
New +$712K 0.02% 366

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

Modern Wealth Management's USXF Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 7.9% in Q2 2026, selling an estimated $283K and leaving 51,326 shares worth $3.56M. The position accounts for 0.04% of the portfolio, ranked #301.

Modern Wealth Management first reported a position in USXF in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Modern Wealth Management held 51,326 shares of iShares ESG Advanced MSCI USA ETF worth $3.56M as of Q2 2026.
  • Modern Wealth Management sold 4,380 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $283K.
  • iShares ESG Advanced MSCI USA ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Modern Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.