NA
USXF icon

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

NewEdge 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
2026
Q2 		$4.2M Buy
60,517
+4,649
+8% +$301K 0.01% 845
2026
Q1 		$3.08M Buy
55,868
+8,833
+19% +$511K 0.01% 891
2025
Q4 		$2.71M Buy
47,035
+2,536
+6% +$146K 0.01% 919
2025
Q3 		$2.55M Buy
44,499
+13,797
+45% +$770K 0.01% 896
2025
Q2 		$1.66M Sell
30,702
-4,817
-14% -$235K 0.01% 1027
2025
Q1 		$1.66M Buy
35,519
+27,147
+324% +$1.35M 0.01% 939
2024
Q4 		$416K Buy
8,372
+2,768
+49% +$141K ﹤0.01% 1669
2024
Q3 		$275K Sell
5,604
-1,142
-17% -$53.9K ﹤0.01% 1860
2024
Q2 		$314K Buy
6,746
+1,876
+39% +$83.8K ﹤0.01% 1693
2024
Q1 		$220K Buy
+4,870
New +$207K ﹤0.01% 1797

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

NewEdge Advisors's USXF Position: Q2 2026 in Review

NewEdge Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 8.3% in Q2 2026, buying an estimated $301K and bringing the position to 60,517 shares worth $4.2M. The position accounts for 0.01% of the portfolio, ranked #845.

NewEdge Advisors first reported a position in USXF in Q1 2024 and has held it in 10 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • NewEdge Advisors held 60,517 shares of iShares ESG Advanced MSCI USA ETF worth $4.2M as of Q2 2026.
  • NewEdge Advisors bought 4,649 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $301K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #845 holding.
  • NewEdge Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.