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USXF icon

&Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

&Partners’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 		$2.74M Buy
39,388
+917
+2% +$59.3K 0.01% 854
2026
Q1 		$2.12M Buy
38,471
+14,565
+61% +$843K 0.01% 871
2025
Q4 		$1.38M Buy
23,906
+9,555
+67% +$550K 0.01% 1052
2025
Q3 		$831K Buy
14,351
+7,192
+100% +$401K 0.01% 1176
2025
Q2 		$390K Buy
7,159
+3,048
+74% +$149K ﹤0.01% 1478
2025
Q1 		$273K Buy
+4,111
New +$204K ﹤0.01% 1455

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

&Partners's USXF Position: Q2 2026 in Review

&Partners increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.4% in Q2 2026, buying an estimated $59.3K and bringing the position to 39,388 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #854.

&Partners first reported a position in USXF in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • &Partners held 39,388 shares of iShares ESG Advanced MSCI USA ETF worth $2.74M as of Q2 2026.
  • &Partners bought 917 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $59.3K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #854 holding.
  • &Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.