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Orion Portfolio Solutions’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.21M Buy
+47,352
New +$2.35M 0.02% 656
2024
Q2 		– Sell
-22,589
Closed -$1.02M – 1806
2024
Q1 		$1.02M Buy
22,589
+6,430
+40% +$273K 0.01% 973
2023
Q4 		$641K Sell
16,159
-224
-1% -$8.19K 0.01% 1121
2023
Q3 		$568K Sell
16,383
-4,115
-20% -$149K 0.01% 1157
2023
Q2 		$737K Buy
+20,498
New +$692K 0.01% 1067
2023
Q1 		– Sell
-18,196
Closed -$558K – 1615
2022
Q4 		$558K Buy
18,196
+436
+2% +$13.2K 0.02% 466
2022
Q3 		$498K Buy
17,760
+2,033
+13% +$63.5K 0.02% 422
2022
Q2 		$470K Sell
15,727
-4,214
-21% -$136K 0.02% 414
2022
Q1 		$712K Buy
19,941
+2,383
+14% +$85.1K 0.03% 337
2021
Q4 		$692K Buy
17,558
+4,567
+35% +$175K 0.02% 349
2021
Q3 		$469K Buy
+12,991
New +$484K 0.02% 405

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Orion Portfolio Solutions's USXF Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2025: 47,352 shares worth $2.21M. The stake represents 0.02% of the portfolio and ranks #656 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in USXF as recently as Q1 2024.

Orion Portfolio Solutions first reported a position in USXF in Q3 2021 and has held it in 11 quarters since. 244 funds tracked by Wall St. Rank hold USXF as of Q1 2025.

  • Orion Portfolio Solutions held 47,352 shares of iShares ESG Advanced MSCI USA ETF worth $2.21M as of Q1 2025.
  • iShares ESG Advanced MSCI USA ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #656 holding.
  • Orion Portfolio Solutions first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 11 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.