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

Sax Wealth 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 		– Sell
-3,888
Closed -$224K – 558
2026
Q1 		$224K Hold
3,888
– – 0.01% 452
2025
Q4 		$224K Buy
3,888
+138
+4% +$7.94K 0.01% 460
2025
Q3 		$215K Buy
+3,750
New +$209K 0.01% 416

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

Sax Wealth Advisors's USXF Position: Q2 2026 in Review

Sax Wealth Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026, closing a stake of 3,888 shares — an estimated $224K sold.

Sax Wealth Advisors first reported a position in USXF in Q3 2025 and held it in 3 quarters. The position peaked at $224K in Q1 2026. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Sax Wealth Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 3,888 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $224K.
  • Sax Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2025 and held it in 3 quarters.
  • Sax Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $224K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.