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Tempus Wealth Planning’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Tempus Wealth Planning’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 		$423K Sell
6,085
-453
-7% -$29.3K 0.08% 192
2026
Q1 		$361K Sell
6,538
-126
-2% -$7.29K 0.08% 203
2025
Q4 		$384K Sell
6,664
-153
-2% -$8.8K 0.09% 195
2025
Q3 		$391K Sell
6,817
-410
-6% -$22.9K 0.09% 201
2025
Q2 		$390K Sell
7,227
-1,508
-17% -$73.7K 0.1% 184
2025
Q1 		$408K Buy
8,735
+196
+2% +$9.73K 0.12% 169
2024
Q4 		$425K Buy
8,539
+1,072
+14% +$54.5K 0.13% 161
2024
Q3 		$366K Sell
7,467
-120
-2% -$5.66K 0.13% 154
2024
Q2 		$353K Buy
7,587
+916
+14% +$40.9K 0.15% 139
2024
Q1 		$301K Buy
6,671
+700
+12% +$29.7K 0.13% 155
2023
Q4 		$238K Sell
5,971
-280
-4% -$10.2K 0.1% 169
2023
Q3 		$217K Hold
6,251
– – 0.11% 151
2023
Q2 		$225K Buy
+6,251
New +$211K 0.1% 169
2023
Q1 		– Sell
-6,827
Closed -$209K – 193
2022
Q4 		$209K Buy
+6,827
New +$207K 0.13% 168

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

Tempus Wealth Planning's USXF Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 6.9% in Q2 2026, selling an estimated $29.3K and leaving 6,085 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #192.

Tempus Wealth Planning first reported a position in USXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $425K in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Tempus Wealth Planning held 6,085 shares of iShares ESG Advanced MSCI USA ETF worth $423K as of Q2 2026.
  • Tempus Wealth Planning sold 453 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $29.3K.
  • iShares ESG Advanced MSCI USA ETF made up 0.08% of Tempus Wealth Planning's portfolio in Q2 2026, its #192 holding.
  • Tempus Wealth Planning first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • Tempus Wealth Planning's iShares ESG Advanced MSCI USA ETF position peaked at $425K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.