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Regatta Capital Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Regatta Capital Group’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 		$8.88M Buy
127,807
+1,022
+0.8% +$66.1K 1.19% 17
2026
Q1 		$7M Buy
126,785
+7,719
+6% +$447K 1.06% 19
2025
Q4 		$6.86M Buy
119,066
+3,894
+3% +$224K 1.04% 19
2025
Q3 		$6.6M Buy
115,172
+2,196
+2% +$122K 1.04% 20
2025
Q2 		$6.09M Buy
112,976
+8,769
+8% +$429K 1.05% 20
2025
Q1 		$4.86M Buy
104,207
+13,341
+15% +$663K 0.94% 21
2024
Q4 		$4.52M Buy
90,866
+5,306
+6% +$270K 0.88% 23
2024
Q3 		$4.2M Buy
85,560
+11,338
+15% +$535K 0.82% 22
2024
Q2 		$3.46M Buy
74,222
+10,905
+17% +$487K 0.74% 26
2024
Q1 		$2.86M Buy
+63,317
New +$2.69M 0.64% 32

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

Regatta Capital Group's USXF Position: Q2 2026 in Review

Regatta Capital Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.81% in Q2 2026, buying an estimated $66.1K and bringing the position to 127,807 shares worth $8.88M. The position accounts for 1.19% of the portfolio, ranked #17.

Regatta Capital Group first reported a position in USXF in Q1 2024 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Regatta Capital Group held 127,807 shares of iShares ESG Advanced MSCI USA ETF worth $8.88M as of Q2 2026.
  • Regatta Capital Group bought 1,022 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $66.1K.
  • iShares ESG Advanced MSCI USA ETF made up 1.19% of Regatta Capital Group's portfolio in Q2 2026, its #17 holding.
  • Regatta Capital Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.