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O'Shaughnessy Asset Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

O'Shaughnessy Asset 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 		$848K Buy
12,212
+720
+6% +$46.6K ﹤0.01% 1344
2026
Q1 		$634K Sell
11,492
-45
-0.4% -$2.6K ﹤0.01% 1411
2025
Q4 		$664K Hold
11,537
– – ﹤0.01% 1345
2025
Q3 		$661K Buy
11,537
+100
+0.9% +$5.58K ﹤0.01% 1339
2025
Q2 		$617K Sell
11,437
-28
-0.2% -$1.37K ﹤0.01% 1271
2025
Q1 		$535K Sell
11,465
-90
-0.8% -$4.47K ﹤0.01% 1286
2024
Q4 		$575K Buy
+11,555
New +$587K ﹤0.01% 1221

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

O'Shaughnessy Asset Management's USXF Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 6.3% in Q2 2026, buying an estimated $46.6K and bringing the position to 12,212 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

O'Shaughnessy Asset Management first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • O'Shaughnessy Asset Management held 12,212 shares of iShares ESG Advanced MSCI USA ETF worth $848K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 720 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $46.6K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1344 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.