RWM
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RKL Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

RKL Wealth Management’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 		$1.37M Sell
19,754
-1,936
-9% -$125K 0.11% 82
2026
Q1 		$1.2M Buy
21,690
+48
+0.2% +$2.78K 0.11% 86
2025
Q4 		$1.25M Buy
21,642
+67
+0.3% +$3.85K 0.1% 86
2025
Q3 		$1.24M Buy
21,575
+48
+0.2% +$2.68K 0.11% 81
2025
Q2 		$1.16M Buy
21,527
+53
+0.2% +$2.59K 0.1% 82
2025
Q1 		$1M Sell
21,474
-5,314
-20% -$264K 0.09% 92
2024
Q4 		$1.33M Buy
26,788
+91
+0.3% +$4.62K 0.12% 83
2024
Q3 		$1.31M Buy
26,697
+73
+0.3% +$3.44K 0.12% 75
2024
Q2 		$1.24M Buy
26,624
+51
+0.2% +$2.28K 0.12% 73
2024
Q1 		$1.2M Sell
26,573
-2,091
-7% -$88.8K 0.12% 74
2023
Q4 		$1.14M Buy
28,664
+3,189
+13% +$117K 0.12% 75
2023
Q3 		$883K Buy
25,475
+3,101
+14% +$112K 0.11% 80
2023
Q2 		$804K Buy
22,374
+1,318
+6% +$44.5K 0.1% 85
2023
Q1 		$696K Buy
21,056
+66
+0.3% +$2.13K 0.09% 87
2022
Q4 		$644K Buy
20,990
+1,746
+9% +$52.9K 0.09% 89
2022
Q3 		$539K Buy
19,244
+7,426
+63% +$232K 0.08% 90
2022
Q2 		$353K Buy
11,818
+3,219
+37% +$104K 0.05% 108
2022
Q1 		$307K Buy
+8,599
New +$307K 0.04% 118

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

RKL Wealth Management's USXF Position: Q2 2026 in Review

RKL Wealth Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 8.9% in Q2 2026, selling an estimated $125K and leaving 19,754 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #82.

RKL Wealth Management first reported a position in USXF in Q1 2022 and has held it in 18 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • RKL Wealth Management held 19,754 shares of iShares ESG Advanced MSCI USA ETF worth $1.37M as of Q2 2026.
  • RKL Wealth Management sold 1,936 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $125K.
  • iShares ESG Advanced MSCI USA ETF made up 0.11% of RKL Wealth Management's portfolio in Q2 2026, its #82 holding.
  • RKL Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.