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

National Wealth Management Group’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 		$1.47M Sell
21,186
-4
-0% -$259 0.45% 57
2026
Q1 		$1.17M Buy
21,190
+4,091
+24% +$237K 0.44% 52
2025
Q4 		$985K Buy
17,099
+187
+1% +$10.8K 0.34% 67
2025
Q3 		$969K Buy
16,912
+207
+1% +$11.5K 0.37% 60
2025
Q2 		$901K Sell
16,705
-1,797
-10% -$87.8K 0.5% 40
2025
Q1 		$863K Buy
18,502
+428
+2% +$21.3K 0.57% 40
2024
Q4 		$899K Buy
18,074
+658
+4% +$33.4K 0.6% 39
2024
Q3 		$855K Buy
17,416
+1,523
+10% +$71.9K 0.58% 41
2024
Q2 		$740K Buy
15,893
+2,737
+21% +$122K 0.56% 43
2024
Q1 		$594K Buy
13,156
+1,114
+9% +$47.3K 0.46% 51
2023
Q4 		$480K Buy
12,042
+2,638
+28% +$96.5K 0.46% 59
2023
Q3 		$326K Buy
9,404
+3,407
+57% +$123K 0.35% 93
2023
Q2 		$218K Buy
+5,997
New +$203K 0.23% 118

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

National Wealth Management Group's USXF Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.02% in Q2 2026, selling an estimated $259 and leaving 21,186 shares worth $1.47M. The position accounts for 0.45% of the portfolio, ranked #57.

National Wealth Management Group first reported a position in USXF in Q2 2023 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • National Wealth Management Group held 21,186 shares of iShares ESG Advanced MSCI USA ETF worth $1.47M as of Q2 2026.
  • National Wealth Management Group sold 4 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $259.
  • iShares ESG Advanced MSCI USA ETF made up 0.45% of National Wealth Management Group's portfolio in Q2 2026, its #57 holding.
  • National Wealth Management Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.