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NBT Bank’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

NBT Bank’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 		$27.2K Sell
392
-270
-41% -$17.5K ﹤0.01% 601
2026
Q1 		$36.5K Buy
662
+604
+1,041% +$34.9K ﹤0.01% 529
2025
Q4 		$38.1K Buy
58
+1
+2% +$58 ﹤0.01% 522
2025
Q3 		$37.9K Buy
+57
New +$3.18K ﹤0.01% 531
2025
Q2 		– Sell
-662
Closed -$30.9K – 826
2025
Q1 		$30.9K Hold
662
– – ﹤0.01% 544
2024
Q4 		$32.9K Hold
662
– – ﹤0.01% 539
2024
Q3 		$32.5K Buy
662
+500
+309% +$23.6K ﹤0.01% 563
2024
Q2 		$10.9K Hold
162
– – ﹤0.01% 472
2024
Q1 		$11K Sell
162
-295
-65% -$12.5K ﹤0.01% 473
2023
Q4 		$18.2K Buy
+457
New +$16.7K ﹤0.01% 440

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

NBT Bank's USXF Position: Q2 2026 in Review

NBT Bank reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 41% in Q2 2026, selling an estimated $17.5K and leaving 392 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

NBT Bank first reported a position in USXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.1K in Q4 2025. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • NBT Bank held 392 shares of iShares ESG Advanced MSCI USA ETF worth $27.2K as of Q2 2026.
  • NBT Bank sold 270 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $17.5K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #601 holding.
  • NBT Bank first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's iShares ESG Advanced MSCI USA ETF position peaked at $38.1K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.