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Stratos Wealth Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Stratos Wealth Partners’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 		$2.65M Buy
38,192
+81
+0.2% +$5.24K 0.03% 513
2026
Q1 		$2.1M Sell
38,111
-1,195
-3% -$69.1K 0.02% 556
2025
Q4 		$2.26M Buy
39,306
+773
+2% +$44.5K 0.03% 512
2025
Q3 		$2.21M Buy
38,533
+1,747
+5% +$97.5K 0.03% 507
2025
Q2 		$1.98M Sell
36,786
-1,279
-3% -$62.5K 0.03% 496
2025
Q1 		$1.78M Sell
38,065
-3,420
-8% -$170K 0.03% 480
2024
Q4 		$2.06M Buy
41,485
+8,876
+27% +$451K 0.03% 463
2024
Q3 		$1.6M Sell
32,609
-304
-0.9% -$14.3K 0.02% 523
2024
Q2 		$1.53M Buy
32,913
+30
+0.1% +$1.34K 0.02% 514
2024
Q1 		$1.48M Sell
32,883
-238
-0.7% -$10.1K 0.02% 525
2023
Q4 		$1.32M Sell
33,121
-1,496
-4% -$54.7K 0.02% 520
2023
Q3 		$1.2M Buy
34,617
+9,175
+36% +$332K 0.03% 504
2023
Q2 		$915K Buy
25,442
+1,856
+8% +$62.7K 0.02% 560
2023
Q1 		$780K Buy
+23,586
New +$760K 0.02% 554

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 Wealth Partners's USXF Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.21% in Q2 2026, buying an estimated $5.24K and bringing the position to 38,192 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #513.

Stratos Wealth Partners first reported a position in USXF in Q1 2023 and has held it in 14 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Stratos Wealth Partners held 38,192 shares of iShares ESG Advanced MSCI USA ETF worth $2.65M as of Q2 2026.
  • Stratos Wealth Partners bought 81 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $5.24K.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q2 2026, its #513 holding.
  • Stratos Wealth Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

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