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Physician Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Physician Wealth Advisors’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 		$409K Sell
5,891
-87
-1% -$5.63K 0.05% 134
2026
Q1 		$330K Sell
5,978
-2,478
-29% -$143K 0.05% 134
2025
Q4 		$487K Sell
8,456
-795
-9% -$45.7K 0.07% 104
2025
Q3 		$530K Hold
9,251
– – 0.08% 100
2025
Q2 		$499K Sell
9,251
-201
-2% -$9.82K 0.08% 99
2025
Q1 		$441K Sell
9,452
-401
-4% -$19.9K 0.08% 102
2024
Q4 		$490K Sell
9,853
-3,017
-23% -$153K 0.08% 99
2024
Q3 		$646K Buy
12,870
+1,854
+17% +$87.5K 0.12% 79
2024
Q2 		$535K Sell
11,016
-210
-2% -$9.38K 0.1% 88
2024
Q1 		$481K Sell
11,226
-493
-4% -$20.9K 0.1% 92
2023
Q4 		$482K Sell
11,719
-262
-2% -$9.58K 0.11% 89
2023
Q3 		$420K Sell
11,981
-342
-3% -$12.4K 0.11% 86
2023
Q2 		$444K Sell
12,323
-124
-1% -$4.19K 0.11% 84
2023
Q1 		$413K Buy
12,447
+132
+1% +$4.25K 0.11% 87
2022
Q4 		$397K Sell
12,315
-219
-2% -$6.63K 0.11% 90
2022
Q3 		$372K Sell
12,534
-142
-1% -$4.44K 0.11% 92
2022
Q2 		$413K Sell
12,676
-193
-1% -$6.22K 0.12% 92
2022
Q1 		$435K Sell
12,869
-47
-0.4% -$1.68K 0.12% 91
2021
Q4 		$489K Buy
+12,916
New +$496K 0.13% 88

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

Physician Wealth Advisors's USXF Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1.5% in Q2 2026, selling an estimated $5.63K and leaving 5,891 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #134.

Physician Wealth Advisors first reported a position in USXF in Q4 2021 and has held it in 19 quarters since. The position peaked at $646K in Q3 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Physician Wealth Advisors held 5,891 shares of iShares ESG Advanced MSCI USA ETF worth $409K as of Q2 2026.
  • Physician Wealth Advisors sold 87 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $5.63K.
  • iShares ESG Advanced MSCI USA ETF made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • Physician Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Physician Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $646K in Q3 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.