Northwestern Mutual Wealth Management
USXF icon

Northwestern Mutual Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Northwestern Mutual Wealth Management’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 		$1.49M Sell
21,455
-32
-0.1% -$2.07K ﹤0.01% 1267
2026
Q1 		$1.19M Buy
21,487
+1,320
+7% +$76.4K ﹤0.01% 1276
2025
Q4 		$1.16M Buy
20,167
+122
+0.6% +$7.02K ﹤0.01% 1241
2025
Q3 		$1.15M Buy
20,045
+1,859
+10% +$104K ﹤0.01% 1188
2025
Q2 		$981K Sell
18,186
-223
-1% -$10.9K ﹤0.01% 1173
2025
Q1 		$859K Buy
18,409
+1,038
+6% +$51.6K ﹤0.01% 1160
2024
Q4 		$864K Sell
17,371
-12,574
-42% -$639K ﹤0.01% 1117
2024
Q3 		$1.47M Buy
29,945
+12,744
+74% +$601K ﹤0.01% 937
2024
Q2 		$801K Buy
17,201
+928
+6% +$41.5K ﹤0.01% 1096
2024
Q1 		$735K Buy
16,273
+2,918
+22% +$124K ﹤0.01% 1108
2023
Q4 		$532K Sell
13,355
-280
-2% -$10.2K ﹤0.01% 1181
2023
Q3 		$473K Sell
13,635
-2,291
-14% -$82.8K ﹤0.01% 1178
2023
Q2 		$573K Sell
15,926
-2,626
-14% -$88.7K ﹤0.01% 1110
2023
Q1 		$614K Buy
18,552
+46
+0.2% +$1.48K ﹤0.01% 1064
2022
Q4 		$567K Buy
18,506
+379
+2% +$11.5K ﹤0.01% 1059
2022
Q3 		$508K Buy
18,127
+169
+0.9% +$5.28K ﹤0.01% 1032
2022
Q2 		$536K Buy
17,958
+16,215
+930% +$523K ﹤0.01% 1018
2022
Q1 		$62K Buy
1,743
+1,585
+1,003% +$56.6K ﹤0.01% 1878
2021
Q4 		$6K Buy
+158
New +$6.07K ﹤0.01% 2755

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

Northwestern Mutual Wealth Management's USXF Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.15% in Q2 2026, selling an estimated $2.07K and leaving 21,455 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Northwestern Mutual Wealth Management first reported a position in USXF in Q4 2021 and has held it in 19 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Northwestern Mutual Wealth Management held 21,455 shares of iShares ESG Advanced MSCI USA ETF worth $1.49M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 32 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $2.07K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1267 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.