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Oliver Lagore Vanvalin Investment Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$80.2K Buy
+1,718
New +$84K 0.03% 199
2024
Q4 		$83.6K Sell
1,682
-29
-2% -$1.47K 0.02% 194
2024
Q3 		$84K Buy
1,711
+22
+1% +$1.04K 0.02% 192
2024
Q2 		$78.7K Sell
1,689
-82
-5% -$3.66K 0.02% 189
2024
Q1 		$80K Buy
1,771
+20
+1% +$849 0.02% 203
2023
Q4 		$69.7K Sell
1,751
-3
-0.2% -$110 0.03% 182
2023
Q3 		$60.8K Sell
1,754
-107
-6% -$3.87K 0.02% 218
2023
Q2 		$66.9K Sell
1,861
-43
-2% -$1.45K 0.02% 216
2023
Q1 		$63K Sell
1,904
-1,778
-48% -$57.3K 0.03% 175
2022
Q4 		$113K Sell
3,682
-1,219
-25% -$36.9K 0.06% 114
2022
Q3 		$137K Sell
4,901
-411
-8% -$12.8K 0.09% 102
2022
Q2 		$159K Sell
5,312
-2,723
-34% -$87.8K 0.09% 100
2022
Q1 		$276K Buy
+8,035
New +$287K 0.18% 81

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's USXF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2025: 1,718 shares worth $80.2K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in USXF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in USXF in Q1 2022 and has held it in 13 quarters since. The position peaked at $276K in Q1 2022. 266 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,718 shares of iShares ESG Advanced MSCI USA ETF worth $80.2K as of Q2 2025.
  • iShares ESG Advanced MSCI USA ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #199 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares ESG Advanced MSCI USA ETF position peaked at $276K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.