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Rossby Financial’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Rossby Financial’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 		$155K Sell
2,237
-572
-20% -$37K 0.03% 445
2026
Q1 		$156K Buy
2,809
+911
+48% +$52.7K 0.03% 435
2025
Q4 		$109K Hold
1,898
– – 0.03% 394
2025
Q3 		$109K Hold
1,898
– – 0.04% 380
2025
Q2 		$102K Sell
1,898
-491
-21% -$24K 0.04% 359
2025
Q1 		$111K Buy
+2,389
New +$119K 0.05% 321

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

Rossby Financial's USXF Position: Q2 2026 in Review

Rossby Financial reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 20% in Q2 2026, selling an estimated $37K and leaving 2,237 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #445.

Rossby Financial first reported a position in USXF in Q1 2025 and has held it in 6 quarters since. The position peaked at $156K in Q1 2026. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Rossby Financial held 2,237 shares of iShares ESG Advanced MSCI USA ETF worth $155K as of Q2 2026.
  • Rossby Financial sold 572 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $37K.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #445 holding.
  • Rossby Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's iShares ESG Advanced MSCI USA ETF position peaked at $156K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.