SEI Investments
USXF icon

SEI Investments’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

SEI Investments’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 		$59.9M Sell
862,590
-13,503
-2% -$874K 0.05% 389
2026
Q1 		$48.4M Buy
876,093
+45,550
+5% +$2.64M 0.04% 437
2025
Q4 		$47.8M Buy
830,543
+54,961
+7% +$3.16M 0.05% 407
2025
Q3 		$44.4M Buy
775,582
+60,398
+8% +$3.37M 0.05% 400
2025
Q2 		$38.6M Buy
715,184
+93,098
+15% +$4.55M 0.04% 435
2025
Q1 		$29M Buy
622,086
+106,130
+21% +$5.27M 0.04% 514
2024
Q4 		$25.7M Buy
515,956
+33,886
+7% +$1.72M 0.03% 566
2024
Q3 		$23.7M Buy
482,070
+83,220
+21% +$3.93M 0.03% 583
2024
Q2 		$18.6M Buy
398,850
+228,107
+134% +$10.2M 0.03% 639
2024
Q1 		$7.71M Buy
+170,743
New +$7.25M 0.01% 1013

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

SEI Investments's USXF Position: Q2 2026 in Review

SEI Investments reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1.5% in Q2 2026, selling an estimated $874K and leaving 862,590 shares worth $59.9M. The position accounts for 0.05% of the portfolio, ranked #389.

SEI Investments first reported a position in USXF in Q1 2024 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • SEI Investments held 862,590 shares of iShares ESG Advanced MSCI USA ETF worth $59.9M as of Q2 2026.
  • SEI Investments sold 13,503 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $874K.
  • iShares ESG Advanced MSCI USA ETF made up 0.05% of SEI Investments's portfolio in Q2 2026, its #389 holding.
  • SEI Investments first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.