Sage Financial Management Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sage Financial Management 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 Q2	$553K	Buy	7,956 +308	+4%	+$19.9K	0.15%	38
2026 Q1	$422K	Hold	7,648	–	–	0.13%	38
2025 Q4	$440K	Sell	7,648 -236	-3%	-$13.6K	0.13%	38
2025 Q3	$452K	Hold	7,884	–	–	0.14%	37
2025 Q2	$425K	Sell	7,884 -46	-0.6%	-$2.25K	0.15%	38
2025 Q1	$370K	Buy	7,930 +3,886	+96%	+$193K	0.13%	41
2024 Q4	$201K	Buy	+4,044	New	+$205K	0.07%	54

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sage Financial Management Group's USXF Position: Q2 2026 in Review

Sage Financial Management Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4% in Q2 2026, buying an estimated $19.9K and bringing the position to 7,956 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #38.

Sage Financial Management Group first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Sage Financial Management Group held 7,956 shares of iShares ESG Advanced MSCI USA ETF worth $553K as of Q2 2026.
Sage Financial Management Group bought 308 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $19.9K.
iShares ESG Advanced MSCI USA ETF made up 0.15% of Sage Financial Management Group's portfolio in Q2 2026, its #38 holding.
Sage Financial Management Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.