Sound View Wealth Advisors Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sound View Wealth Advisors Group’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	$552K	Sell	7,948 -241	-3%	-$15.6K	0.03%	270
2026 Q1	$452K	Sell	8,189 -25	-0.3%	-$1.45K	0.03%	284
2025 Q4	$473K	Hold	8,214	–	–	0.03%	277
2025 Q3	$471K	Hold	8,214	–	–	0.03%	275
2025 Q2	$443K	Hold	8,214	–	–	0.03%	287
2025 Q1	$383K	Sell	8,214 -1,775	-18%	-$88.2K	0.03%	294
2024 Q4	$497K	Buy	9,989 +79	+0.8%	+$4.01K	0.04%	262
2024 Q3	$486K	Buy	+9,910	New	+$468K	0.04%	257

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sound View Wealth Advisors Group's USXF Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.9% in Q2 2026, selling an estimated $15.6K and leaving 7,948 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #270.

Sound View Wealth Advisors Group first reported a position in USXF in Q3 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Sound View Wealth Advisors Group held 7,948 shares of iShares ESG Advanced MSCI USA ETF worth $552K as of Q2 2026.
Sound View Wealth Advisors Group sold 241 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $15.6K.
iShares ESG Advanced MSCI USA ETF made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #270 holding.
Sound View Wealth Advisors Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.