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Raleigh Capital Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Raleigh Capital 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 		– Sell
-23
Closed -$1.27K – 758
2026
Q1 		$1.27K Buy
+23
New +$1.33K ﹤0.01% 600
2024
Q4 		– Sell
-58
Closed -$2.85K – 1068
2024
Q3 		$2.85K Buy
+58
New +$2.74K ﹤0.01% 779
2023
Q4 		– Sell
-81
Closed -$2.81K – 1189
2023
Q3 		$2.81K Buy
+81
New +$2.93K ﹤0.01% 754

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

Raleigh Capital Management's USXF Position: Q2 2026 in Review

Raleigh Capital Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026, closing a stake of 23 shares — an estimated $1.27K sold.

Raleigh Capital Management first reported a position in USXF in Q3 2023 and held it in 3 quarters. The position peaked at $2.85K in Q3 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Raleigh Capital Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Raleigh Capital Management sold 23 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $1.27K.
  • Raleigh Capital Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2023 and held it in 3 quarters.
  • Raleigh Capital Management's iShares ESG Advanced MSCI USA ETF position peaked at $2.85K in Q3 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.