Sovereign Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sovereign Financial 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	$329K	Buy	4,744 +658	+16%	+$42.6K	0.05%	283
2026 Q1	$226K	Hold	4,086	–	–	0.04%	320
2025 Q4	$235K	Buy	4,086 +15	+0.4%	+$863	0.04%	304
2025 Q3	$233K	Sell	4,071 -1,258	-24%	-$70.2K	0.04%	293
2025 Q2	$287K	Sell	5,329 -2,068	-28%	-$101K	0.06%	257
2025 Q1	$345K	Buy	7,397 +740	+11%	+$36.8K	0.08%	211
2024 Q4	$331K	Buy	+6,657	New	+$338K	0.08%	220

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

Sovereign Financial Group's USXF Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 16% in Q2 2026, buying an estimated $42.6K and bringing the position to 4,744 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #283.

Sovereign Financial Group first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q1 2025. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Sovereign Financial Group held 4,744 shares of iShares ESG Advanced MSCI USA ETF worth $329K as of Q2 2026.
Sovereign Financial Group bought 658 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $42.6K.
iShares ESG Advanced MSCI USA ETF made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #283 holding.
Sovereign Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Sovereign Financial Group's iShares ESG Advanced MSCI USA ETF position peaked at $345K in Q1 2025.
300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.