Morton Brown Family Wealth’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Morton Brown Family Wealth’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	$15K	Hold	216	–	–	﹤0.01%	178
2026 Q1	$11.9K	Hold	216	–	–	﹤0.01%	185
2025 Q4	$12.4K	Hold	216	–	–	﹤0.01%	183
2025 Q3	$12.4K	Hold	216	–	–	﹤0.01%	174
2025 Q2	$11.6K	Hold	216	–	–	﹤0.01%	183
2025 Q1	$10.1K	Hold	216	–	–	﹤0.01%	191
2024 Q4	$10.7K	Hold	216	–	–	﹤0.01%	169
2024 Q3	$10.6K	Hold	216	–	–	﹤0.01%	164
2024 Q2	$10.2K	Sell	216 -68	-24%	-$3.04K	﹤0.01%	156
2024 Q1	$12.8K	Hold	284	–	–	0.01%	141
2023 Q4	$11.3K	Buy	284 +30	+12%	+$1.1K	0.01%	174
2023 Q3	$8.8K	Hold	254	–	–	﹤0.01%	130
2023 Q2	$9.13K	Hold	254	–	–	﹤0.01%	122
2023 Q1	$8.4K	Sell	254 -8,455	-97%	-$272K	0.01%	140
2022 Q4	$267K	Buy	+8,709	New	+$264K	0.18%	40

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

Morton Brown Family Wealth's USXF Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 216 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Morton Brown Family Wealth first reported a position in USXF in Q4 2022 and has held it in 15 quarters since. The position peaked at $267K in Q4 2022. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Morton Brown Family Wealth held 216 shares of iShares ESG Advanced MSCI USA ETF worth $15K as of Q2 2026.
Morton Brown Family Wealth left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #178 holding.
Morton Brown Family Wealth first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
Morton Brown Family Wealth's iShares ESG Advanced MSCI USA ETF position peaked at $267K in Q4 2022.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.