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NBC Securities’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

NBC Securities’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 		$57.3K Hold
825
– – ﹤0.01% 1247
2026
Q1 		$45.5K Hold
825
– – ﹤0.01% 1353
2025
Q4 		$47.5K Hold
825
– – ﹤0.01% 1384
2025
Q3 		$47.3K Hold
825
– – ﹤0.01% 1349
2025
Q2 		$44K Hold
825
– – ﹤0.01% 1377
2025
Q1 		$38K Buy
+825
New +$41K ﹤0.01% 1251
2024
Q4 		– Sell
-825
Closed -$40K – 2041
2024
Q3 		$40K Hold
825
– – ﹤0.01% 1243
2024
Q2 		$38K Buy
825
+45
+6% +$2.01K ﹤0.01% 1226
2024
Q1 		$35K Hold
780
– – ﹤0.01% 1239
2023
Q4 		$31K Buy
+780
New +$28.5K ﹤0.01% 1292

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

NBC Securities's USXF Position: Q2 2026 in Review

NBC Securities held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 825 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

NBC Securities first reported a position in USXF in Q4 2023 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • NBC Securities held 825 shares of iShares ESG Advanced MSCI USA ETF worth $57.3K as of Q2 2026.
  • NBC Securities 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 NBC Securities's portfolio in Q2 2026, its #1247 holding.
  • NBC Securities first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.