TWG
USXF icon

The Wealth Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

The Wealth Group’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 		$248K Buy
+3,564
New +$231K 0.05% 79
2026
Q1 		– Sell
-3,569
Closed -$206K – 95
2025
Q4 		$206K Hold
3,569
– – 0.05% 80
2025
Q3 		$205K Buy
+3,569
New +$199K 0.05% 81

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

The Wealth Group's USXF Position: Q2 2026 in Review

The Wealth Group opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 3,564 shares worth $248K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings. This is a return to the name: The Wealth Group previously reported a position in USXF as recently as Q4 2025.

The Wealth Group first reported a position in USXF in Q3 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • The Wealth Group held 3,564 shares of iShares ESG Advanced MSCI USA ETF worth $248K as of Q2 2026.
  • iShares ESG Advanced MSCI USA ETF was a new The Wealth Group position in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.05% of The Wealth Group's portfolio in Q2 2026, its #79 holding.
  • The Wealth Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.