SHJ
USXF icon

Sharkey, Howes & Javer’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sharkey, Howes & Javer’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 		$2.48M Sell
35,645
-3,040
-8% -$197K 0.3% 48
2026
Q1 		$2.14M Sell
38,685
-239
-0.6% -$13.8K 0.29% 54
2025
Q4 		$2.24M Buy
38,924
+843
+2% +$48.5K 0.28% 54
2025
Q3 		$2.18M Sell
38,081
-10,720
-22% -$598K 0.28% 57
2025
Q2 		$2.63M Sell
48,801
-19,435
-28% -$950K 0.35% 53
2025
Q1 		$3.18M Buy
68,236
+844
+1% +$41.9K 0.46% 47
2024
Q4 		$3.35M Buy
67,392
+7,899
+13% +$401K 0.47% 40
2024
Q3 		$2.92M Buy
59,493
+47
+0.1% +$2.22K 0.42% 46
2024
Q2 		$2.77M Buy
59,446
+1,196
+2% +$53.4K 0.45% 41
2024
Q1 		$2.63M Sell
58,250
-5,399
-8% -$229K 0.43% 43
2023
Q4 		$2.53M Sell
63,649
-67,498
-51% -$2.47M 0.45% 35
2023
Q3 		$4.55M Buy
131,147
+2,589
+2% +$93.6K 0.87% 27
2023
Q2 		$4.62M Sell
128,558
-2,690
-2% -$90.9K 0.87% 24
2023
Q1 		$4.34M Buy
131,248
+176
+0.1% +$5.67K 0.93% 24
2022
Q4 		$4.02M Buy
131,072
+13,484
+11% +$408K 0.92% 26
2022
Q3 		$3.29M Sell
117,588
-6,617
-5% -$207K 0.72% 29
2022
Q2 		$3.71M Sell
124,205
-92,565
-43% -$2.98M 0.9% 21
2022
Q1 		$7.74M Buy
216,770
+17,017
+9% +$607K 1.77% 13
2021
Q4 		$7.88M Buy
199,753
+156,332
+360% +$6.01M 1.78% 17
2021
Q3 		$1.57M Buy
43,421
+22,675
+109% +$844K 0.41% 35
2021
Q2 		$753K Buy
20,746
+777
+4% +$27.2K 0.2% 47
2021
Q1 		$662K Buy
19,969
+10,924
+121% +$353K 0.21% 47
2020
Q4 		$283K Buy
+9,045
New +$268K 0.09% 62

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

Sharkey, Howes & Javer's USXF Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 7.9% in Q2 2026, selling an estimated $197K and leaving 35,645 shares worth $2.48M. The position accounts for 0.3% of the portfolio, ranked #48.

Sharkey, Howes & Javer first reported a position in USXF in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.88M in Q4 2021. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Sharkey, Howes & Javer held 35,645 shares of iShares ESG Advanced MSCI USA ETF worth $2.48M as of Q2 2026.
  • Sharkey, Howes & Javer sold 3,040 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $197K.
  • iShares ESG Advanced MSCI USA ETF made up 0.3% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #48 holding.
  • Sharkey, Howes & Javer first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Sharkey, Howes & Javer's iShares ESG Advanced MSCI USA ETF position peaked at $7.88M in Q4 2021.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.