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Patriot Financial Group Insurance Agency’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Patriot Financial Group Insurance Agency’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 		$281K Sell
4,042
-5,620
-58% -$364K 0.03% 403
2026
Q1 		$533K Buy
9,662
+4,790
+98% +$277K 0.03% 423
2025
Q4 		$281K Sell
4,872
-660
-12% -$38K 0.03% 399
2025
Q3 		$317K Sell
5,532
-929
-14% -$51.8K 0.04% 371
2025
Q2 		$348K Sell
6,461
-1,999
-24% -$97.7K 0.04% 372
2025
Q1 		$395K Sell
8,460
-311
-4% -$15.4K 0.05% 335
2024
Q4 		$436K Sell
8,771
-5,973
-41% -$304K 0.06% 306
2024
Q3 		$724K Sell
14,744
-548
-4% -$25.9K 0.1% 228
2024
Q2 		$712K Sell
15,292
-182
-1% -$8.13K 0.1% 211
2024
Q1 		$699K Sell
15,474
-1,112
-7% -$47.2K 0.11% 205
2023
Q4 		$660K Sell
16,586
-113
-0.7% -$4.13K 0.12% 203
2023
Q3 		$579K Sell
16,699
-702
-4% -$25.4K 0.12% 205
2023
Q2 		$626K Sell
17,401
-207
-1% -$6.99K 0.12% 203
2023
Q1 		$582K Sell
17,608
-224
-1% -$7.22K 0.12% 200
2022
Q4 		$547K Buy
17,832
+41
+0.2% +$1.24K 0.07% 195
2022
Q3 		$499K Buy
17,791
+478
+3% +$14.9K 0.12% 193
2022
Q2 		$517K Sell
17,313
-2,320
-12% -$74.8K 0.11% 198
2022
Q1 		$701K Sell
19,633
-1,935
-9% -$69.1K 0.12% 185
2021
Q4 		$851K Buy
21,568
+3,180
+17% +$122K 0.14% 154
2021
Q3 		$664K Buy
18,388
+2,662
+17% +$99.1K 0.12% 188
2021
Q2 		$571K Buy
15,726
+2,179
+16% +$76.3K 0.1% 207
2021
Q1 		$449K Buy
13,547
+2,043
+18% +$66.1K 0.1% 212
2020
Q4 		$360K Buy
+11,504
New +$341K 0.09% 227

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

Patriot Financial Group Insurance Agency's USXF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 58% in Q2 2026, selling an estimated $364K and leaving 4,042 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #403.

Patriot Financial Group Insurance Agency first reported a position in USXF in Q4 2020 and has held it in 23 quarters since. The position peaked at $851K in Q4 2021. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,042 shares of iShares ESG Advanced MSCI USA ETF worth $281K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,620 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $364K.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #403 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Patriot Financial Group Insurance Agency's iShares ESG Advanced MSCI USA ETF position peaked at $851K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.