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Stratos Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Stratos Investment Management’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 		$334K Sell
4,814
-18
-0.4% -$1.17K 0.01% 305
2026
Q1 		$267K Sell
4,832
-390
-7% -$22.6K 0.01% 320
2025
Q4 		$301K Sell
5,222
-71
-1% -$4.08K 0.01% 291
2025
Q3 		$303K Hold
5,293
– – 0.01% 294
2025
Q2 		$285K Sell
5,293
-517
-9% -$25.3K 0.01% 308
2025
Q1 		$271K Buy
+5,810
New +$289K 0.01% 267

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

Stratos Investment Management's USXF Position: Q2 2026 in Review

Stratos Investment Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.37% in Q2 2026, selling an estimated $1.17K and leaving 4,814 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #305.

Stratos Investment Management first reported a position in USXF in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Stratos Investment Management held 4,814 shares of iShares ESG Advanced MSCI USA ETF worth $334K as of Q2 2026.
  • Stratos Investment Management sold 18 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $1.17K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #305 holding.
  • Stratos Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.