Sanctuary Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sanctuary Advisors’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	$3.85M	Buy	55,471 +1,854	+3%	+$120K	0.02%	699
2026 Q1	$2.96M	Buy	53,617 +979	+2%	+$56.6K	0.02%	743
2025 Q4	$3.03M	Buy	52,638 +2,814	+6%	+$162K	0.02%	722
2025 Q3	$2.86M	Sell	49,824 -2,628	-5%	-$147K	0.02%	729
2025 Q2	$2.83M	Sell	52,452 -14,187	-21%	-$693K	0.02%	700
2025 Q1	$3.11M	Buy	66,639 +3,332	+5%	+$165K	0.02%	621
2024 Q4	$3.22M	Sell	63,307 -2,573	-4%	-$131K	0.02%	681
2024 Q3	$3.42M	Buy	65,880 +5,467	+9%	+$258K	0.02%	654
2024 Q2	$2.61M	Buy	+60,413	New	+$2.7M	0.02%	695

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

Sanctuary Advisors's USXF Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3.5% in Q2 2026, buying an estimated $120K and bringing the position to 55,471 shares worth $3.85M. The position accounts for 0.02% of the portfolio, ranked #699.

Sanctuary Advisors first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Sanctuary Advisors held 55,471 shares of iShares ESG Advanced MSCI USA ETF worth $3.85M as of Q2 2026.
Sanctuary Advisors bought 1,854 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $120K.
iShares ESG Advanced MSCI USA ETF made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #699 holding.
Sanctuary Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.