SPAS
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Spectrum Planning & Advisory Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Spectrum Planning & Advisory Services’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 		$292K Sell
4,200
-2,620
-38% -$170K 0.13% 89
2026
Q1 		$376K Sell
6,820
-370
-5% -$21.4K 0.19% 73
2025
Q4 		$414K Sell
7,190
-25
-0.3% -$1.44K 0.21% 71
2025
Q3 		$413K Sell
7,215
-38
-0.5% -$2.12K 0.23% 65
2025
Q2 		$391K Sell
7,253
-3,510
-33% -$172K 0.25% 67
2025
Q1 		$502K Buy
10,763
+1,659
+18% +$82.4K 0.42% 42
2024
Q4 		$453K Buy
9,104
+156
+2% +$7.93K 0.39% 37
2024
Q3 		$439K Buy
8,948
+1,342
+18% +$63.3K 0.42% 33
2024
Q2 		$354K Buy
+7,606
New +$340K 0.34% 38
2023
Q4 		$289K Buy
+7,251
New +$265K 0.41% 38
2023
Q3 		– Sell
-8,087
Closed -$291K – 47
2023
Q2 		$291K Hold
8,087
– – 0.44% 31
2023
Q1 		$267K Buy
+8,087
New +$261K 0.43% 29
2022
Q4 		– Sell
-7,355
Closed -$206K – 52
2022
Q3 		$206K Buy
7,355
+186
+3% +$5.81K 0.21% 50
2022
Q2 		$214K Sell
7,169
-1,773
-20% -$57.2K 0.22% 40
2022
Q1 		$319K Buy
8,942
+318
+4% +$11.4K 0.29% 33
2021
Q4 		$340K Buy
8,624
+243
+3% +$9.34K 0.31% 37
2021
Q3 		$303K Buy
+8,381
New +$312K 0.3% 37

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

Spectrum Planning & Advisory Services's USXF Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 38% in Q2 2026, selling an estimated $170K and leaving 4,200 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #89.

Spectrum Planning & Advisory Services first reported a position in USXF in Q3 2021 and has held it in 17 quarters since. The position peaked at $502K in Q1 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Spectrum Planning & Advisory Services held 4,200 shares of iShares ESG Advanced MSCI USA ETF worth $292K as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 2,620 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $170K.
  • iShares ESG Advanced MSCI USA ETF made up 0.13% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #89 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 17 quarters since.
  • Spectrum Planning & Advisory Services's iShares ESG Advanced MSCI USA ETF position peaked at $502K in Q1 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.