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

Tompkins 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	$6.12M	Buy	+88,052	New	+$5.7M	0.43%	49

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tompkins Financial's USXF Position: Q2 2026 in Review

Tompkins Financial opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 88,052 shares worth $6.12M. The stake represents 0.43% of the portfolio and ranks #49 among its holdings.

299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Tompkins Financial held 88,052 shares of iShares ESG Advanced MSCI USA ETF worth $6.12M as of Q2 2026.
iShares ESG Advanced MSCI USA ETF was a new Tompkins Financial position in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up 0.43% of Tompkins Financial's portfolio in Q2 2026, its #49 holding.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.