Stifel Financial
USXF icon

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

Stifel Financial’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 		$406K Sell
5,842
-503
-8% -$32.5K ﹤0.01% 3109
2026
Q1 		$350K Sell
6,345
-256
-4% -$14.8K ﹤0.01% 3080
2025
Q4 		$380K Hold
6,601
– – ﹤0.01% 3009
2025
Q3 		$378K Buy
6,601
+1
+0% +$56 ﹤0.01% 2975
2025
Q2 		$356K Buy
+6,600
New +$323K ﹤0.01% 2952
2025
Q1 		– Sell
-12,984
Closed -$646K – 3547
2024
Q4 		$646K Buy
12,984
+393
+3% +$20K ﹤0.01% 2531
2024
Q3 		$618K Sell
12,591
-892
-7% -$42.1K ﹤0.01% 2543
2024
Q2 		$628K Buy
13,483
+104
+0.8% +$4.65K ﹤0.01% 2473
2024
Q1 		$604K Buy
13,379
+862
+7% +$36.6K ﹤0.01% 2499
2023
Q4 		$498K Buy
12,517
+235
+2% +$8.59K ﹤0.01% 2557
2023
Q3 		$426K Sell
12,282
-918
-7% -$33.2K ﹤0.01% 2582
2023
Q2 		$475K Sell
13,200
-53
-0.4% -$1.79K ﹤0.01% 2554
2023
Q1 		$438K Sell
13,253
-3,036
-19% -$97.8K ﹤0.01% 2593
2022
Q4 		$499K Buy
16,289
+8,820
+118% +$267K ﹤0.01% 2473
2022
Q3 		$210K Sell
7,469
-514
-6% -$16.1K ﹤0.01% 2919
2022
Q2 		$239K Sell
7,983
-677
-8% -$21.8K ﹤0.01% 2872
2022
Q1 		$309K Buy
8,660
+2,470
+40% +$88.2K ﹤0.01% 2868
2021
Q4 		$244K Buy
+6,190
New +$238K ﹤0.01% 3039

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

Stifel Financial's USXF Position: Q2 2026 in Review

Stifel Financial reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 7.9% in Q2 2026, selling an estimated $32.5K and leaving 5,842 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Stifel Financial first reported a position in USXF in Q4 2021 and has held it in 18 quarters since. The position peaked at $646K in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Stifel Financial held 5,842 shares of iShares ESG Advanced MSCI USA ETF worth $406K as of Q2 2026.
  • Stifel Financial sold 503 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $32.5K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3109 holding.
  • Stifel Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Stifel Financial's iShares ESG Advanced MSCI USA ETF position peaked at $646K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.