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

Savvy Advisors Inc’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 		$885K Buy
12,741
+183
+1% +$11.8K 0.02% 560
2026
Q1 		$693K Buy
12,558
+5,509
+78% +$319K 0.02% 553
2025
Q4 		$406K Buy
7,049
+246
+4% +$14.2K 0.01% 645
2025
Q3 		$390K Sell
6,803
-354
-5% -$19.7K 0.02% 522
2025
Q2 		$386K Sell
7,157
-141
-2% -$6.89K 0.03% 424
2025
Q1 		$341K Buy
7,298
+683
+10% +$33.9K 0.03% 362
2024
Q4 		$329K Sell
6,615
-315
-5% -$16K 0.04% 323
2024
Q3 		$340K Buy
6,930
+171
+3% +$8.07K 0.07% 237
2024
Q2 		$315K Buy
+6,759
New +$302K 0.1% 201

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

Savvy Advisors Inc's USXF Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 12,741 shares worth $885K. The position accounts for 0.02% of the portfolio, ranked #560.

Savvy Advisors Inc 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.

  • Savvy Advisors Inc held 12,741 shares of iShares ESG Advanced MSCI USA ETF worth $885K as of Q2 2026.
  • Savvy Advisors Inc bought 183 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $11.8K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #560 holding.
  • Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.