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

Rehmann Capital Advisory 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	$256K	Buy	3,679 +5	+0.1%	+$324	0.01%	616
2026 Q1	$203K	Buy	3,674 +6	+0.2%	+$347	0.01%	647
2025 Q4	$211K	Sell	3,668 -30	-0.8%	-$1.73K	0.01%	624
2025 Q3	$212K	Sell	3,698 -245	-6%	-$13.7K	0.01%	598
2025 Q2	$213K	Buy	+3,943	New	+$193K	0.01%	570

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rehmann Capital Advisory Group's USXF Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.14% in Q2 2026, buying an estimated $324 and bringing the position to 3,679 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #616.

Rehmann Capital Advisory Group first reported a position in USXF in Q2 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Rehmann Capital Advisory Group held 3,679 shares of iShares ESG Advanced MSCI USA ETF worth $256K as of Q2 2026.
Rehmann Capital Advisory Group bought 5 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $324.
iShares ESG Advanced MSCI USA ETF made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #616 holding.
Rehmann Capital Advisory Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.