SRB
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Shotwell Rutter Baer’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Shotwell Rutter Baer’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 		$1.39M Sell
19,943
-826
-4% -$53.4K 0.76% 18
2026
Q1 		$1.15M Buy
20,769
+299
+1% +$17.3K 0.67% 19
2025
Q4 		$1.2M Sell
20,470
-140
-0.7% -$8.05K 0.72% 19
2025
Q3 		$1.2M Buy
20,610
+1,355
+7% +$75.6K 0.77% 19
2025
Q2 		$1.05M Sell
19,255
-21
-0.1% -$1.03K 0.71% 18
2025
Q1 		$810K Buy
19,276
+1,095
+6% +$54.4K 0.71% 18
2024
Q4 		$897K Sell
18,181
-1,825
-9% -$92.7K 0.76% 17
2024
Q3 		$983K Buy
20,006
+1,110
+6% +$52.4K 0.81% 18
2024
Q2 		$896K Buy
+18,896
New +$844K 0.79% 17
2024
Q1 		– Sell
-20,729
Closed -$829K – 28
2023
Q4 		$829K Buy
+20,729
New +$758K 0.79% 19

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

Shotwell Rutter Baer's USXF Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4% in Q2 2026, selling an estimated $53.4K and leaving 19,943 shares worth $1.39M. The position accounts for 0.76% of the portfolio, ranked #18.

Shotwell Rutter Baer first reported a position in USXF in Q4 2023 and has held it in 10 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Shotwell Rutter Baer held 19,943 shares of iShares ESG Advanced MSCI USA ETF worth $1.39M as of Q2 2026.
  • Shotwell Rutter Baer sold 826 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $53.4K.
  • iShares ESG Advanced MSCI USA ETF made up 0.76% of Shotwell Rutter Baer's portfolio in Q2 2026, its #18 holding.
  • Shotwell Rutter Baer first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.