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

Opes 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
Q1 		$2.5M Hold
45,274
– – 0.41% 47
2025
Q4 		$2.61M Buy
45,274
+269
+0.6% +$15.5K 0.43% 48
2025
Q3 		$2.58M Buy
45,005
+210
+0.5% +$11.7K 0.45% 46
2025
Q2 		$2.42M Buy
44,795
+1,260
+3% +$61.6K 0.43% 46
2025
Q1 		$2.03M Buy
43,535
+3,551
+9% +$176K 0.41% 50
2024
Q4 		$1.99M Buy
39,984
+500
+1% +$25.4K 0.41% 50
2024
Q3 		$1.94M Buy
39,484
+1,610
+4% +$76K 0.37% 48
2024
Q2 		$1.76M Hold
37,874
– – 0.37% 46
2024
Q1 		$1.71M Sell
37,874
-1,595
-4% -$67.7K 0.39% 48
2023
Q4 		$1.57M Sell
39,469
-1,955
-5% -$71.5K 0.38% 46
2023
Q3 		$1.44M Buy
41,424
+1,740
+4% +$62.9K 0.4% 47
2023
Q2 		$1.43M Sell
39,684
-4,610
-10% -$156K 0.4% 46
2023
Q1 		$1.46M Buy
44,294
+7,055
+19% +$227K 0.47% 41
2022
Q4 		$1.14M Hold
37,239
– – 0.41% 47
2022
Q3 		$1.04M Buy
37,239
+5,175
+16% +$162K 0.42% 45
2022
Q2 		$958K Buy
32,064
+3,290
+11% +$106K 0.38% 46
2022
Q1 		$1.03M Buy
28,774
+3,009
+12% +$107K 0.33% 50
2021
Q4 		$1.02M Buy
25,765
+425
+2% +$16.3K 0.32% 48
2021
Q3 		$915K Buy
25,340
+10,625
+72% +$396K 0.32% 47
2021
Q2 		$534K Buy
14,715
+2,815
+24% +$98.5K 0.2% 52
2021
Q1 		$395K Buy
+11,900
New +$385K 0.15% 59

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

Opes Wealth Management's USXF Position: Q1 2026 in Review

Opes Wealth Management held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q1 2026 at 45,274 shares worth $2.5M. The position accounts for 0.41% of the portfolio, ranked #47.

Opes Wealth Management first reported a position in USXF in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.61M in Q4 2025. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • Opes Wealth Management held 45,274 shares of iShares ESG Advanced MSCI USA ETF worth $2.5M as of Q1 2026.
  • Opes Wealth Management left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.41% of Opes Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Opes Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • Opes Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $2.61M in Q4 2025.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.