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My Legacy Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

My Legacy 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
Q2 		$275K Sell
5,028
-3,177
-39% -$155K 0.1% 179
2025
Q1 		$383K Buy
8,205
+283
+4% +$14.1K 0.15% 153
2024
Q4 		$400K Buy
7,922
+341
+4% +$17.3K 0.16% 146
2024
Q3 		$372K Buy
7,581
+3
+0% +$142 0.15% 157
2024
Q2 		$353K Buy
7,578
+1,838
+32% +$82.1K 0.11% 178
2024
Q1 		$259K Buy
+5,740
New +$244K 0.09% 200

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

My Legacy Advisors's USXF Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 39% in Q2 2025, selling an estimated $155K and leaving 5,028 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #179.

My Legacy Advisors first reported a position in USXF in Q1 2024 and has held it in 6 quarters since. The position peaked at $400K in Q4 2024. 266 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • My Legacy Advisors held 5,028 shares of iShares ESG Advanced MSCI USA ETF worth $275K as of Q2 2025.
  • My Legacy Advisors sold 3,177 iShares ESG Advanced MSCI USA ETF shares in Q2 2025, an estimated $155K.
  • iShares ESG Advanced MSCI USA ETF made up 0.1% of My Legacy Advisors's portfolio in Q2 2025, its #179 holding.
  • My Legacy Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 6 quarters since.
  • My Legacy Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $400K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.