Sandbox Financial Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sandbox Financial 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 Q1	$1.11M	Sell	20,162 -1,141	-5%	-$66K	0.31%	46
2025 Q4	$1.23M	Sell	21,303 -7,796	-27%	-$449K	0.34%	42
2025 Q3	$1.67M	Buy	29,099 +10,075	+53%	+$562K	0.48%	41
2025 Q2	$1.03M	Buy	19,024 +25	+0.1%	+$1.22K	0.32%	47
2025 Q1	$887K	Sell	18,999 -1,815	-9%	-$90.1K	0.31%	47
2024 Q4	$1.03M	Sell	20,814 -1,653	-7%	-$84K	0.35%	44
2024 Q3	$1.1M	Sell	22,467 -1,987	-8%	-$93.7K	0.39%	43
2024 Q2	$1.14M	Buy	24,454 +349	+1%	+$15.6K	0.44%	38
2024 Q1	$1.09M	Sell	24,105 -1,320	-5%	-$56.1K	0.46%	40
2023 Q4	$1.01M	Buy	25,425 +13,881	+120%	+$508K	0.48%	33
2023 Q3	$400K	Buy	+11,544	New	+$417K	0.21%	61

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sandbox Financial Partners's USXF Position: Q1 2026 in Review

Sandbox Financial Partners reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 5.4% in Q1 2026, selling an estimated $66K and leaving 20,162 shares worth $1.11M. The position accounts for 0.31% of the portfolio, ranked #46.

Sandbox Financial Partners first reported a position in USXF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q3 2025. 271 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

Sandbox Financial Partners held 20,162 shares of iShares ESG Advanced MSCI USA ETF worth $1.11M as of Q1 2026.
Sandbox Financial Partners sold 1,141 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $66K.
iShares ESG Advanced MSCI USA ETF made up 0.31% of Sandbox Financial Partners's portfolio in Q1 2026, its #46 holding.
Sandbox Financial Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2023 and has held it in 11 quarters since.
Sandbox Financial Partners's iShares ESG Advanced MSCI USA ETF position peaked at $1.67M in Q3 2025.
271 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.