Northern Capital Management (Washington)’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Northern Capital Management (Washington)’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	$309K	Hold	4,455	–	–	0.13%	43
2026 Q1	$246K	Hold	4,455	–	–	0.12%	45
2025 Q4	$257K	Hold	4,455	–	–	0.14%	41
2025 Q3	$255K	Hold	4,455	–	–	0.14%	39
2025 Q2	$240K	Hold	4,455	–	–	0.14%	38
2025 Q1	$208K	Hold	4,455	–	–	0.14%	40
2024 Q4	$222K	Hold	4,455	–	–	0.14%	36
2024 Q3	$219K	Hold	4,455	–	–	0.14%	37
2024 Q2	$208K	Buy	+4,455	New	+$199K	0.14%	38

Other funds holding USXF

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Northern Capital Management (Washington)'s USXF Position: Q2 2026 in Review

Northern Capital Management (Washington) held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 4,455 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #43.

Northern Capital Management (Washington) first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. 133 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Northern Capital Management (Washington) held 4,455 shares of iShares ESG Advanced MSCI USA ETF worth $309K as of Q2 2026.
Northern Capital Management (Washington) left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up 0.13% of Northern Capital Management (Washington)'s portfolio in Q2 2026, its #43 holding.
Northern Capital Management (Washington) first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
133 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Northern Capital Management (Washington)'s 13F filing for Q2 2026, filed 21 Jul 2026.