Tucker Asset Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Tucker Asset 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
2025 Q4	$1.9K	Buy	+33	New	+$1.9K	﹤0.01%	864
2025 Q1	–	Sell	-33	Closed	-$1.64K	–	903
2024 Q4	$1.64K	Hold	33	–	–	﹤0.01%	1255
2024 Q3	$1.62K	Hold	33	–	–	﹤0.01%	1209
2024 Q2	$1.54K	Buy	+33	New	+$1.47K	﹤0.01%	1376

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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

Tucker Asset Management's USXF Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2025: 33 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in USXF as recently as Q4 2024.

Tucker Asset Management first reported a position in USXF in Q2 2024 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

Tucker Asset Management held 33 shares of iShares ESG Advanced MSCI USA ETF worth $1.9K as of Q4 2025.
iShares ESG Advanced MSCI USA ETF was a new Tucker Asset Management position in Q4 2025.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #864 holding.
Tucker Asset Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 4 quarters since.
280 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.