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 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 $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sovereign Financial Group's USXF Position: Q1 2026 in Review

Sovereign Financial Group held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q1 2026 at 4,086 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #320.

Sovereign Financial Group first reported a position in USXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $345K in Q1 2025. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

Sovereign Financial Group held 4,086 shares of iShares ESG Advanced MSCI USA ETF worth $226K as of Q1 2026.
Sovereign Financial Group left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Advanced MSCI USA ETF made up 0.04% of Sovereign Financial Group's portfolio in Q1 2026, its #320 holding.
Sovereign Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
Sovereign Financial Group's iShares ESG Advanced MSCI USA ETF position peaked at $345K in Q1 2025.
270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.