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

SoFi Wealth’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 		$6.1M Buy
87,855
+14,388
+20% +$931K 0.25% 22
2026
Q1 		$4.06M Buy
73,467
+14,616
+25% +$846K 0.2% 22
2025
Q4 		$3.39M Buy
58,851
+11,947
+25% +$687K 0.17% 23
2025
Q3 		$2.69M Buy
46,904
+12,895
+38% +$719K 0.14% 26
2025
Q2 		$1.83M Buy
34,009
+13,330
+64% +$651K 0.11% 26
2025
Q1 		$965K Buy
20,679
+17,889
+641% +$888K 0.07% 23
2024
Q4 		$139K Buy
+2,790
New +$142K 0.01% 28

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

SoFi Wealth's USXF Position: Q2 2026 in Review

SoFi Wealth increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 20% in Q2 2026, buying an estimated $931K and bringing the position to 87,855 shares worth $6.1M. The position accounts for 0.25% of the portfolio, ranked #22.

SoFi Wealth first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • SoFi Wealth held 87,855 shares of iShares ESG Advanced MSCI USA ETF worth $6.1M as of Q2 2026.
  • SoFi Wealth bought 14,388 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $931K.
  • iShares ESG Advanced MSCI USA ETF made up 0.25% of SoFi Wealth's portfolio in Q2 2026, its #22 holding.
  • SoFi Wealth first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.