Newbridge Financial Services Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Newbridge Financial Services 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	$9.03K	Hold	130	–	–	﹤0.01%	866
2026 Q1	$7.18K	Hold	130	–	–	﹤0.01%	850
2025 Q4	$7.49K	Buy	+130	New	+$7.48K	﹤0.01%	828
2022 Q1	–	Sell	-178	Closed	-$7K	–	1572
2021 Q4	$7K	Hold	178	–	–	﹤0.01%	1011
2021 Q3	$6K	Hold	178	–	–	﹤0.01%	985
2021 Q2	$6K	Hold	178	–	–	﹤0.01%	1098
2021 Q1	$6K	Buy	+178	New	+$5.76K	﹤0.01%	1009

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Newbridge Financial Services Group's USXF Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 130 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Newbridge Financial Services Group first reported a position in USXF in Q1 2021 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Newbridge Financial Services Group held 130 shares of iShares ESG Advanced MSCI USA ETF worth $9.03K as of Q2 2026.
Newbridge Financial Services Group 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 Newbridge Financial Services Group's portfolio in Q2 2026, its #866 holding.
Newbridge Financial Services Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.