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Steward Partners Investment Advisory’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Steward Partners Investment Advisory’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 		$2.67M Buy
38,504
+2,836
+8% +$184K 0.01% 795
2026
Q1 		$1.97M Sell
35,668
-2,869
-7% -$166K 0.01% 858
2025
Q4 		$2.22M Sell
38,537
-1,461
-4% -$84.1K 0.01% 756
2025
Q3 		$2.29M Sell
39,998
-5,317
-12% -$297K 0.01% 729
2025
Q2 		$2.44M Sell
45,315
-15,270
-25% -$746K 0.02% 650
2025
Q1 		$2.83M Buy
60,585
+1,828
+3% +$90.8K 0.03% 548
2024
Q4 		$2.92M Buy
58,757
+8,178
+16% +$416K 0.03% 521
2024
Q3 		$2.48M Buy
50,579
+1,709
+3% +$80.6K 0.02% 560
2024
Q2 		$2.28M Buy
48,870
+1,669
+4% +$74.6K 0.02% 545
2024
Q1 		$2.13M Sell
47,201
-576
-1% -$24.5K 0.02% 570
2023
Q4 		$1.9M Buy
47,777
+4,994
+12% +$183K 0.03% 518
2023
Q3 		$1.48M Buy
42,783
+4,052
+10% +$147K 0.02% 543
2023
Q2 		$1.39M Buy
38,731
+2,472
+7% +$83.5K 0.02% 585
2023
Q1 		$1.2M Buy
36,259
+6,512
+22% +$210K 0.02% 637
2022
Q4 		$912K Buy
29,747
+7,937
+36% +$240K 0.02% 696
2022
Q3 		$611K Sell
21,810
-222
-1% -$6.94K 0.01% 793
2022
Q2 		$658K Sell
22,032
-4,370
-17% -$141K 0.01% 768
2022
Q1 		$942K Buy
26,402
+15,401
+140% +$550K 0.01% 699
2021
Q4 		$434K Sell
11,001
-85
-0.8% -$3.27K 0.01% 992
2021
Q3 		$400K Buy
11,086
+4,527
+69% +$169K 0.01% 988
2021
Q2 		$238K Sell
6,559
-653
-9% -$22.9K ﹤0.01% 1426
2021
Q1 		$239K Buy
7,212
+5,222
+262% +$169K ﹤0.01% 1217
2020
Q4 		$62K Buy
+1,990
New +$59K ﹤0.01% 1563

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

Steward Partners Investment Advisory's USXF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 8% in Q2 2026, buying an estimated $184K and bringing the position to 38,504 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #795.

Steward Partners Investment Advisory first reported a position in USXF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.92M in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Steward Partners Investment Advisory held 38,504 shares of iShares ESG Advanced MSCI USA ETF worth $2.67M as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,836 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $184K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #795 holding.
  • Steward Partners Investment Advisory first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's iShares ESG Advanced MSCI USA ETF position peaked at $2.92M in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.