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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rehmann Capital Advisory Group's USXF Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.16% in Q1 2026, buying an estimated $347 and bringing the position to 3,674 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #647.

Rehmann Capital Advisory Group first reported a position in USXF in Q2 2025 and has held it in 4 quarters since. The position peaked at $213K in Q2 2025. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • Rehmann Capital Advisory Group held 3,674 shares of iShares ESG Advanced MSCI USA ETF worth $203K as of Q1 2026.
  • Rehmann Capital Advisory Group bought 6 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $347.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #647 holding.
  • Rehmann Capital Advisory Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2025 and has held it in 4 quarters since.
  • Rehmann Capital Advisory Group's iShares ESG Advanced MSCI USA ETF position peaked at $213K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.