Pine Harbor Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Pine Harbor Wealth 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	$987K	Sell	14,215 -420	-3%	-$27.2K	0.26%	38
2026 Q1	$808K	Sell	14,635 -378	-3%	-$21.9K	0.24%	39
2025 Q4	$864K	Hold	15,013	–	–	0.26%	39
2025 Q3	$860K	Sell	15,013 -54	-0.4%	-$3.01K	0.28%	39
2025 Q2	$813K	Sell	15,067 -94	-0.6%	-$4.59K	0.29%	39
2025 Q1	$708K	Hold	15,161	–	–	0.28%	40
2024 Q4	$754K	Hold	15,161	–	–	0.3%	38
2024 Q3	$744K	Hold	15,161	–	–	0.37%	39
2024 Q2	$706K	Buy	+15,161	New	+$677K	0.42%	37

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pine Harbor Wealth Management's USXF Position: Q2 2026 in Review

Pine Harbor Wealth Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.9% in Q2 2026, selling an estimated $27.2K and leaving 14,215 shares worth $987K. The position accounts for 0.26% of the portfolio, ranked #38.

Pine Harbor Wealth Management first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Pine Harbor Wealth Management held 14,215 shares of iShares ESG Advanced MSCI USA ETF worth $987K as of Q2 2026.
Pine Harbor Wealth Management sold 420 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $27.2K.
iShares ESG Advanced MSCI USA ETF made up 0.26% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #38 holding.
Pine Harbor Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.