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RWA Wealth Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

RWA Wealth Partners’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 		$7.12M Buy
102,543
+2,085
+2% +$135K 0.07% 140
2026
Q1 		$5.55M Sell
100,458
-4,160
-4% -$241K 0.06% 152
2025
Q4 		$6.02M Sell
104,618
-3,556
-3% -$205K 0.07% 148
2025
Q3 		$6.2M Sell
108,174
-768
-0.7% -$42.8K 0.07% 155
2025
Q2 		$5.88M Sell
108,942
-7,504
-6% -$367K 0.07% 141
2025
Q1 		$5.43M Sell
116,446
-12,101
-9% -$601K 0.07% 142
2024
Q4 		$6.39M Sell
128,547
-2,698
-2% -$137K 0.08% 134
2024
Q3 		$6.44M Sell
131,245
-452,338
-78% -$21.3M 0.08% 135
2024
Q2 		$27.2M Buy
583,583
+28,901
+5% +$1.29M 0.36% 48
2024
Q1 		$25M Sell
554,682
-5,875
-1% -$249K 0.34% 47
2023
Q4 		$22.3M Sell
560,557
-88,584
-14% -$3.24M 0.32% 46
2023
Q3 		$22.5M Sell
649,141
-1,597
-0.2% -$57.7K 0.49% 19
2023
Q2 		$23.4M Buy
650,738
+29,306
+5% +$990K 0.51% 18
2023
Q1 		$20.6M Buy
621,432
+5,259
+0.9% +$169K 0.49% 19
2022
Q4 		$19.6M Buy
616,173
+60,476
+11% +$1.83M 0.49% 19
2022
Q3 		$15.6M Buy
+555,697
New +$17.4M 1.1% 16

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

RWA Wealth Partners's USXF Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.1% in Q2 2026, buying an estimated $135K and bringing the position to 102,543 shares worth $7.12M. The position accounts for 0.07% of the portfolio, ranked #140.

RWA Wealth Partners first reported a position in USXF in Q3 2022 and has held it in 16 quarters since. The position peaked at $27.2M in Q2 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • RWA Wealth Partners held 102,543 shares of iShares ESG Advanced MSCI USA ETF worth $7.12M as of Q2 2026.
  • RWA Wealth Partners bought 2,085 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $135K.
  • iShares ESG Advanced MSCI USA ETF made up 0.07% of RWA Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • RWA Wealth Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
  • RWA Wealth Partners's iShares ESG Advanced MSCI USA ETF position peaked at $27.2M in Q2 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.