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

Sagespring 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 		$1.11M Buy
15,977
+601
+4% +$38.9K 0.02% 323
2026
Q1 		$849K Buy
15,376
+325
+2% +$18.8K 0.02% 363
2025
Q4 		$867K Buy
15,051
+7
+0% +$403 0.02% 331
2025
Q3 		$862K Sell
15,044
-4,193
-22% -$234K 0.02% 329
2025
Q2 		$1.04M Sell
19,237
-3,758
-16% -$184K 0.02% 279
2025
Q1 		$1.07M Buy
22,995
+2,782
+14% +$138K 0.03% 236
2024
Q4 		$1M Buy
+20,213
New +$1.03M 0.03% 218

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

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

Sagespring Wealth Partners increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3.9% in Q2 2026, buying an estimated $38.9K and bringing the position to 15,977 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #323.

Sagespring Wealth Partners 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.

  • Sagespring Wealth Partners held 15,977 shares of iShares ESG Advanced MSCI USA ETF worth $1.11M as of Q2 2026.
  • Sagespring Wealth Partners bought 601 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $38.9K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #323 holding.
  • Sagespring Wealth Partners 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 Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.