SEIA
USXF icon

Signature Estate & Investment Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Signature Estate & Investment Advisors’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 		$359K Buy
5,163
+188
+4% +$12.2K 0.01% 511
2026
Q1 		$275K Buy
4,975
+339
+7% +$19.6K 0.01% 554
2025
Q4 		$267K Buy
+4,636
New +$267K 0.01% 523

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

Signature Estate & Investment Advisors's USXF Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3.8% in Q2 2026, buying an estimated $12.2K and bringing the position to 5,163 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #511.

Signature Estate & Investment Advisors first reported a position in USXF in Q4 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,163 shares of iShares ESG Advanced MSCI USA ETF worth $359K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 188 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $12.2K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #511 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.