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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
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 $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return