Raymond James Financial
USXF icon

Raymond James Financial’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Raymond James Financial’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 		$9.76M Buy
140,492
+10,850
+8% +$702K ﹤0.01% 2193
2026
Q1 		$7.16M Buy
129,642
+9,731
+8% +$563K ﹤0.01% 2296
2025
Q4 		$6.9M Buy
119,911
+15,291
+15% +$880K ﹤0.01% 2261
2025
Q3 		$6M Buy
104,620
+79,592
+318% +$4.44M ﹤0.01% 2342
2025
Q2 		$1.35M Sell
25,028
-2,805
-10% -$137K ﹤0.01% 3376
2025
Q1 		$1.3M Buy
27,833
+6,880
+33% +$342K ﹤0.01% 3297
2024
Q4 		$1.04M Buy
+20,953
New +$1.06M ﹤0.01% 3425

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

Raymond James Financial's USXF Position: Q2 2026 in Review

Raymond James Financial increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 8.4% in Q2 2026, buying an estimated $702K and bringing the position to 140,492 shares worth $9.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Raymond James Financial first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Raymond James Financial held 140,492 shares of iShares ESG Advanced MSCI USA ETF worth $9.76M as of Q2 2026.
  • Raymond James Financial bought 10,850 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $702K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2193 holding.
  • Raymond James Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.