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SigFig Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

SigFig Wealth Management’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 		$1.92M Sell
28,043
-1,545
-5% -$100K 0.05% 80
2026
Q1 		$1.63M Sell
29,588
-640,667
-96% -$37.1M 0.05% 85
2025
Q4 		$38.6M Buy
670,255
+2,987
+0.4% +$172K 1.15% 18
2025
Q3 		$38M Sell
667,268
-5,852
-0.9% -$326K 1.18% 17
2025
Q2 		$36.1M Buy
673,120
+4,249
+0.6% +$208K 1.19% 17
2025
Q1 		$31.1M Buy
668,871
+19,723
+3% +$980K 1.12% 18
2024
Q4 		$32.4M Buy
649,148
+25,661
+4% +$1.3M 1.17% 17
2024
Q3 		$30.6M Buy
623,487
+18,953
+3% +$894K 1.11% 17
2024
Q2 		$28.2M Buy
604,534
+46,773
+8% +$2.09M 1.06% 19
2024
Q1 		$25.2M Buy
557,761
+50,361
+10% +$2.14M 0.92% 20
2023
Q4 		$20.2M Buy
507,400
+67,714
+15% +$2.48M 0.77% 21
2023
Q3 		$15.2M Buy
439,686
+52,129
+13% +$1.88M 0.61% 28
2023
Q2 		$13.8M Buy
387,557
+63,636
+20% +$2.15M 0.53% 27
2023
Q1 		$10.7M Buy
323,921
+75,710
+31% +$2.44M 0.59% 24
2022
Q4 		$8.12M Buy
248,211
+64,793
+35% +$1.96M 0.4% 28
2022
Q3 		$5.8M Buy
183,418
+98,533
+116% +$3.08M 0.3% 38
2022
Q2 		$3.11M Buy
84,885
+37,286
+78% +$1.2M 0.16% 50
2022
Q1 		$1.71M Buy
47,599
+9,966
+26% +$356K 0.08% 61
2021
Q4 		$1.47M Buy
37,633
+10,619
+39% +$408K 0.07% 61
2021
Q3 		$976K Buy
27,014
+14,107
+109% +$525K 0.05% 70
2021
Q2 		$469K Buy
+12,907
New +$452K 0.02% 74

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

SigFig Wealth Management's USXF Position: Q2 2026 in Review

SigFig Wealth Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 5.2% in Q2 2026, selling an estimated $100K and leaving 28,043 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #80.

SigFig Wealth Management first reported a position in USXF in Q2 2021 and has held it in 21 quarters since. The position peaked at $38.6M in Q4 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • SigFig Wealth Management held 28,043 shares of iShares ESG Advanced MSCI USA ETF worth $1.92M as of Q2 2026.
  • SigFig Wealth Management sold 1,545 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $100K.
  • iShares ESG Advanced MSCI USA ETF made up 0.05% of SigFig Wealth Management's portfolio in Q2 2026, its #80 holding.
  • SigFig Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • SigFig Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $38.6M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.