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Regal Investment Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Regal Investment 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 		$980K Buy
14,110
+244
+2% +$15.8K 0.05% 324
2026
Q1 		$765K Sell
13,866
-435
-3% -$25.2K 0.04% 348
2025
Q4 		$823K Sell
14,301
-231
-2% -$13.3K 0.05% 320
2025
Q3 		$833K Sell
14,532
-6,306
-30% -$352K 0.05% 294
2025
Q2 		$1.12M Sell
20,838
-6,821
-25% -$333K 0.08% 215
2025
Q1 		$1.29M Buy
27,659
+2,198
+9% +$109K 0.1% 188
2024
Q4 		$1.27M Buy
25,461
+3,199
+14% +$163K 0.1% 204
2024
Q3 		$1.09M Buy
22,262
+1,668
+8% +$78.7K 0.08% 234
2024
Q2 		$959K Buy
20,594
+622
+3% +$27.8K 0.06% 259
2024
Q1 		$902K Sell
19,972
-27
-0.1% -$1.15K 0.06% 255
2023
Q4 		$796K Sell
19,999
-520
-3% -$19K 0.06% 253
2023
Q3 		$711K Sell
20,519
-162
-0.8% -$5.86K 0.06% 242
2023
Q2 		$743K Buy
20,681
+234
+1% +$7.9K 0.06% 232
2023
Q1 		$676K Sell
20,447
-1,380
-6% -$44.5K 0.06% 243
2022
Q4 		$669K Buy
21,827
+1,041
+5% +$31.5K 0.06% 232
2022
Q3 		$582K Sell
20,786
-327
-2% -$10.2K 0.06% 237
2022
Q2 		$631K Sell
21,113
-7,096
-25% -$229K 0.07% 247
2022
Q1 		$1.01M Buy
28,209
+1,002
+4% +$35.8K 0.09% 214
2021
Q4 		$1.07M Buy
27,207
+5,564
+26% +$214K 0.1% 227
2021
Q3 		$782K Buy
21,643
+6,712
+45% +$250K 0.08% 270
2021
Q2 		$542K Buy
+14,931
New +$523K 0.05% 318
2021
Q1 		– Sell
-8,845
Closed -$277K – 403
2020
Q4 		$277K Buy
+8,845
New +$262K 0.03% 377

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

Regal Investment Advisors's USXF Position: Q2 2026 in Review

Regal Investment Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1.8% in Q2 2026, buying an estimated $15.8K and bringing the position to 14,110 shares worth $980K. The position accounts for 0.05% of the portfolio, ranked #324.

Regal Investment Advisors first reported a position in USXF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.29M in Q1 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Regal Investment Advisors held 14,110 shares of iShares ESG Advanced MSCI USA ETF worth $980K as of Q2 2026.
  • Regal Investment Advisors bought 244 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $15.8K.
  • iShares ESG Advanced MSCI USA ETF made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #324 holding.
  • Regal Investment Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • Regal Investment Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $1.29M in Q1 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.