SPC
USXF icon

Sigma Planning Corp’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-3,572
Closed -$206K – 1403
2025
Q4 		$206K Sell
3,572
-910
-20% -$52.4K 0.01% 1218
2025
Q3 		$257K Sell
4,482
-110
-2% -$6.14K 0.01% 1095
2025
Q2 		$248K Sell
4,592
-6,227
-58% -$304K 0.01% 1071
2025
Q1 		$505K Sell
10,819
-24,843
-70% -$1.23M 0.02% 735
2024
Q4 		$1.77M Sell
35,662
-2,229
-6% -$113K 0.06% 316
2024
Q3 		$1.86M Buy
37,891
+661
+2% +$31.2K 0.06% 308
2024
Q2 		$1.73M Buy
37,230
+6,519
+21% +$291K 0.06% 329
2024
Q1 		$1.39M Buy
+30,711
New +$1.3M 0.04% 407

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sigma Planning Corp's USXF Position: Q1 2026 in Review

Sigma Planning Corp sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2026, closing a stake of 3,572 shares — an estimated $206K sold.

Sigma Planning Corp first reported a position in USXF in Q1 2024 and held it in 8 quarters. The position peaked at $1.86M in Q3 2024. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • Sigma Planning Corp reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 3,572 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $206K.
  • Sigma Planning Corp first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and held it in 8 quarters.
  • Sigma Planning Corp's iShares ESG Advanced MSCI USA ETF position peaked at $1.86M in Q3 2024.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.