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Skyline Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Skyline 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 		$2.51M Sell
36,174
-1,420
-4% -$91.9K 0.79% 31
2026
Q1 		$2.08M Buy
37,594
+2,674
+8% +$155K 0.72% 30
2025
Q4 		$2.01M Sell
34,920
-834
-2% -$48K 0.67% 21
2025
Q3 		$2.05M Buy
35,754
+430
+1% +$24K 0.71% 20
2025
Q2 		$1.91M Buy
35,324
+695
+2% +$34K 0.7% 23
2025
Q1 		$1.62M Buy
34,629
+3,443
+11% +$171K 0.64% 24
2024
Q4 		$1.55M Buy
31,186
+2,001
+7% +$102K 0.6% 24
2024
Q3 		$1.43M Sell
29,185
-20
-0.1% -$944 0.59% 24
2024
Q2 		$1.36M Buy
29,205
+115
+0.4% +$5.14K 0.59% 25
2024
Q1 		$1.31M Sell
29,090
-543
-2% -$23.1K 0.59% 24
2023
Q4 		$1.18M Buy
+29,633
New +$1.08M 0.56% 25

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

Skyline Advisors's USXF Position: Q2 2026 in Review

Skyline Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 3.8% in Q2 2026, selling an estimated $91.9K and leaving 36,174 shares worth $2.51M. The position accounts for 0.79% of the portfolio, ranked #31.

Skyline Advisors first reported a position in USXF in Q4 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Skyline Advisors held 36,174 shares of iShares ESG Advanced MSCI USA ETF worth $2.51M as of Q2 2026.
  • Skyline Advisors sold 1,420 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $91.9K.
  • iShares ESG Advanced MSCI USA ETF made up 0.79% of Skyline Advisors's portfolio in Q2 2026, its #31 holding.
  • Skyline Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.