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Principal Securities’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2,988
Closed -$171K – 3403
2025
Q3 		$171K Hold
2,988
– – ﹤0.01% 1358
2025
Q2 		$161K Hold
2,988
– – ﹤0.01% 1325
2025
Q1 		$149K Hold
2,988
– – ﹤0.01% 1261
2024
Q4 		$149K Buy
2,988
+66
+2% +$3.35K ﹤0.01% 1259
2024
Q3 		$143K Hold
2,922
– – ﹤0.01% 1236
2024
Q2 		$136K Hold
2,922
– – ﹤0.01% 1200
2024
Q1 		$132K Hold
2,922
– – ﹤0.01% 1180
2023
Q4 		$116K Buy
+2,922
New +$107K ﹤0.01% 1141

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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

Principal Securities's USXF Position: Q4 2025 in Review

Principal Securities sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2025, closing a stake of 2,988 shares — an estimated $171K sold.

Principal Securities first reported a position in USXF in Q4 2023 and held it in 8 quarters. The position peaked at $171K in Q3 2025. 280 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

  • Principal Securities reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,988 iShares ESG Advanced MSCI USA ETF shares in Q4 2025, an estimated $171K.
  • Principal Securities first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares ESG Advanced MSCI USA ETF position peaked at $171K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.