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

Tortoise 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 		$450K Sell
6,477
-450
-6% -$29.1K 0.03% 185
2026
Q1 		$382K Buy
6,927
+15
+0.2% +$868 0.03% 183
2025
Q4 		$398K Sell
6,912
-350
-5% -$20.1K 0.04% 179
2025
Q3 		$416K Hold
7,262
– – 0.04% 169
2025
Q2 		$392K Sell
7,262
-680
-9% -$33.2K 0.04% 164
2025
Q1 		$371K Hold
7,942
– – 0.04% 159
2024
Q4 		$395K Sell
7,942
-400
-5% -$20.3K 0.04% 164
2024
Q3 		$409K Buy
8,342
+1,440
+21% +$67.9K 0.04% 163
2024
Q2 		$321K Hold
6,902
– – 0.04% 172
2024
Q1 		$312K Buy
6,902
+82
+1% +$3.48K 0.04% 178
2023
Q4 		$272K Hold
6,820
– – 0.04% 178
2023
Q3 		$236K Hold
6,820
– – 0.04% 180
2023
Q2 		$245K Buy
6,820
+60
+0.9% +$2.03K 0.04% 178
2023
Q1 		$224K Buy
6,760
+1,500
+29% +$48.3K 0.04% 181
2022
Q4 		$161K Buy
5,260
+2,105
+67% +$63.8K 0.03% 207
2022
Q3 		$88K Buy
3,155
+1,065
+51% +$33.3K 0.02% 259
2022
Q2 		$62K Hold
2,090
– – 0.01% 280
2022
Q1 		$75K Buy
2,090
+115
+6% +$4.11K 0.01% 264
2021
Q4 		$78K Hold
1,975
– – 0.01% 239
2021
Q3 		$71K Buy
+1,975
New +$73.5K 0.01% 241

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

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

Tortoise Investment Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 6.5% in Q2 2026, selling an estimated $29.1K and leaving 6,477 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #185.

Tortoise Investment Management first reported a position in USXF in Q3 2021 and has held it in 20 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Tortoise Investment Management held 6,477 shares of iShares ESG Advanced MSCI USA ETF worth $450K as of Q2 2026.
  • Tortoise Investment Management sold 450 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $29.1K.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Tortoise Investment Management's portfolio in Q2 2026, its #185 holding.
  • Tortoise Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.