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

Traveka Wealth’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 		$374K Buy
5,378
+490
+10% +$31.7K 0.12% 115
2026
Q1 		$270K Buy
4,888
+435
+10% +$25.2K 0.1% 138
2025
Q4 		$256K Buy
+4,453
New +$256K 0.1% 150

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
ZSI
ZENITH SOLUTIONS, INC. Philadelphia, Pennsylvania $110M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Traveka Wealth's USXF Position: Q2 2026 in Review

Traveka Wealth increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 10% in Q2 2026, buying an estimated $31.7K and bringing the position to 5,378 shares worth $374K. The position accounts for 0.12% of the portfolio, ranked #115.

Traveka Wealth first reported a position in USXF in Q4 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Traveka Wealth held 5,378 shares of iShares ESG Advanced MSCI USA ETF worth $374K as of Q2 2026.
  • Traveka Wealth bought 490 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $31.7K.
  • iShares ESG Advanced MSCI USA ETF made up 0.12% of Traveka Wealth's portfolio in Q2 2026, its #115 holding.
  • Traveka Wealth first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.