Rockefeller Capital Management
USXF icon

Rockefeller Capital Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Rockefeller Capital 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 		$261K Buy
3,764
+4
+0.1% +$259 ﹤0.01% 2453
2026
Q1 		$208K Buy
3,760
+1
+0% +$58 ﹤0.01% 2473
2025
Q4 		$216K Buy
3,759
+644
+21% +$37.1K ﹤0.01% 2325
2025
Q3 		$179K Buy
+3,115
New +$174K ﹤0.01% 2284
2023
Q1 		– Sell
-226
Closed -$6K – 3800
2022
Q4 		$6K Buy
226
+1
+0.4% +$30 ﹤0.01% 3291
2022
Q3 		$6K Buy
225
+1
+0.4% +$31 ﹤0.01% 3301
2022
Q2 		$6K Buy
224
+1
+0.4% +$32 ﹤0.01% 3391
2022
Q1 		$7K Hold
223
– – ﹤0.01% 3234
2021
Q4 		$8K Buy
223
+1
+0.5% +$38 ﹤0.01% 3107
2021
Q3 		$8K Buy
+222
New +$8.27K ﹤0.01% 3008

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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 19.28% 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

Rockefeller Capital Management's USXF Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.11% in Q2 2026, buying an estimated $259 and bringing the position to 3,764 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Rockefeller Capital Management first reported a position in USXF in Q3 2021 and has held it in 10 quarters since. 301 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Rockefeller Capital Management held 3,764 shares of iShares ESG Advanced MSCI USA ETF worth $261K as of Q2 2026.
  • Rockefeller Capital Management bought 4 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $259.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2453 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 10 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.