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

Mount Yale 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
2025
Q3 		– Sell
-2,670
Closed -$144K – 1553
2025
Q2 		$144K Buy
+2,670
New +$130K 0.01% 599
2024
Q4 		– Sell
-12,044
Closed -$591K – 618
2024
Q3 		$591K Sell
12,044
-1,139
-9% -$53.7K 0.06% 310
2024
Q2 		$614K Sell
13,183
-6,031
-31% -$269K 0.05% 305
2024
Q1 		$868K Buy
19,214
+78
+0.4% +$3.31K 0.07% 246
2023
Q4 		$762K Sell
19,136
-151
-0.8% -$5.52K 0.07% 247
2023
Q3 		$669K Buy
19,287
+79
+0.4% +$2.86K 0.07% 256
2023
Q2 		$691K Buy
19,208
+2,271
+13% +$76.7K 0.07% 263
2023
Q1 		$560K Buy
16,937
+4,362
+35% +$141K 0.06% 284
2022
Q4 		$386K Sell
12,575
-2,571
-17% -$77.9K 0.04% 321
2022
Q3 		$424K Buy
15,146
+7,428
+96% +$232K 0.06% 290
2022
Q2 		$231K Sell
7,718
-9,793
-56% -$316K 0.03% 416
2022
Q1 		$625K Buy
17,511
+7,109
+68% +$254K 0.07% 273
2021
Q4 		$410K Buy
+10,402
New +$400K 0.04% 320

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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

Mount Yale Investment Advisors's USXF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2025, closing a stake of 2,670 shares — an estimated $144K sold.

Mount Yale Investment Advisors first reported a position in USXF in Q4 2021 and held it in 13 quarters. The position peaked at $868K in Q1 2024. 260 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,670 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $144K.
  • Mount Yale Investment Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and held it in 13 quarters.
  • Mount Yale Investment Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $868K in Q1 2024.
  • 260 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.