Morgan Stanley
USXF icon

Morgan Stanley’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Morgan Stanley’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 		$9.59M Buy
138,023
+915
+0.7% +$59.2K ﹤0.01% 3716
2026
Q1 		$7.57M Buy
137,108
+16,450
+14% +$952K ﹤0.01% 3807
2025
Q4 		$6.95M Buy
120,658
+9,009
+8% +$518K ﹤0.01% 3929
2025
Q3 		$6.4M Buy
111,649
+554
+0.5% +$30.9K ﹤0.01% 3942
2025
Q2 		$5.99M Sell
111,095
-1,994
-2% -$97.4K ﹤0.01% 3911
2025
Q1 		$5.28M Sell
113,089
-3,362
-3% -$167K ﹤0.01% 3886
2024
Q4 		$5.79M Buy
116,451
+24,861
+27% +$1.26M ﹤0.01% 3877
2024
Q3 		$4.5M Buy
91,590
+9,367
+11% +$442K ﹤0.01% 4039
2024
Q2 		$3.83M Buy
82,223
+8,091
+11% +$361K ﹤0.01% 4104
2024
Q1 		$3.35M Buy
74,132
+35,432
+92% +$1.5M ﹤0.01% 4227
2023
Q4 		$1.54M Buy
38,700
+29,167
+306% +$1.07M ﹤0.01% 4694
2023
Q3 		$330K Sell
9,533
-1,314
-12% -$47.5K ﹤0.01% 5344
2023
Q2 		$390K Buy
10,847
+5,005
+86% +$169K ﹤0.01% 5338
2023
Q1 		$193K Buy
5,842
+812
+16% +$26.2K ﹤0.01% 5720
2022
Q4 		$154K Buy
5,030
+4,666
+1,282% +$141K ﹤0.01% 5775
2022
Q3 		$10K Sell
364
-2,460
-87% -$76.9K ﹤0.01% 7074
2022
Q2 		$84K Buy
2,824
+2,460
+676% +$79.3K ﹤0.01% 6366
2022
Q1 		$13K Hold
364
– – ﹤0.01% 7317
2021
Q4 		$14K Buy
+364
New +$14K ﹤0.01% 7351
2021
Q1 		– Sell
-248
Closed -$8K – 7570
2020
Q4 		$8K Buy
+248
New +$7.35K ﹤0.01% 6695

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

Morgan Stanley's USXF Position: Q2 2026 in Review

Morgan Stanley increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.67% in Q2 2026, buying an estimated $59.2K and bringing the position to 138,023 shares worth $9.59M. The position accounts for ﹤0.01% of the portfolio, ranked #3716.

Morgan Stanley first reported a position in USXF in Q4 2020 and has held it in 20 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Morgan Stanley held 138,023 shares of iShares ESG Advanced MSCI USA ETF worth $9.59M as of Q2 2026.
  • Morgan Stanley bought 915 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $59.2K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3716 holding.
  • Morgan Stanley first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 20 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.