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

Oregon Pacific 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	$383K	Sell	5,521 -7	-0.1%	-$453	0.36%	64
2026 Q1	$305K	Sell	5,528 -392	-7%	-$22.7K	0.32%	73
2025 Q4	$341K	Sell	5,920 -6,622	-53%	-$381K	0.35%	73
2025 Q3	$719K	Sell	12,542 -1,415	-10%	-$78.9K	0.62%	38
2025 Q2	$753K	Sell	13,957 -137	-1%	-$6.7K	0.71%	38
2025 Q1	$658K	Buy	14,094 +607	+5%	+$30.1K	0.66%	46
2024 Q4	$671K	Buy	+13,487	New	+$685K	0.66%	43

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Oregon Pacific Wealth Management's USXF Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.13% in Q2 2026, selling an estimated $453 and leaving 5,521 shares worth $383K. The position accounts for 0.36% of the portfolio, ranked #64.

Oregon Pacific Wealth Management first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $753K in Q2 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Oregon Pacific Wealth Management held 5,521 shares of iShares ESG Advanced MSCI USA ETF worth $383K as of Q2 2026.
Oregon Pacific Wealth Management sold 7 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $453.
iShares ESG Advanced MSCI USA ETF made up 0.36% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #64 holding.
Oregon Pacific Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Oregon Pacific Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $753K in Q2 2025.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.