SAG
USXF icon

SageView Advisory Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

SageView Advisory 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
Q1 		– Sell
-60
Closed -$3.46K – 2330
2025
Q4 		$3.46K Buy
+60
New +$3.45K ﹤0.01% 2071
2024
Q2 		– Sell
-60,866
Closed -$1.49M – 777
2024
Q1 		$1.49M Buy
+60,866
New +$2.58M 0.08% 144

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SageView Advisory Group's USXF Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2026, closing a stake of 60 shares — an estimated $3.46K sold.

SageView Advisory Group first reported a position in USXF in Q1 2024 and held it in 2 quarters. The position peaked at $1.49M in Q1 2024. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 60 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $3.46K.
  • SageView Advisory Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's iShares ESG Advanced MSCI USA ETF position peaked at $1.49M in Q1 2024.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.