USCWA
USXF icon

U.S. Capital Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		$269K Hold
4,872
– – 0.01% 863
2025
Q4 		$281K Buy
4,872
+56
+1% +$3.22K 0.01% 830
2025
Q3 		$276K Sell
4,816
-1,000
-17% -$55.8K 0.01% 798
2025
Q2 		$314K Sell
5,816
-1,927
-25% -$94.2K 0.01% 702
2025
Q1 		$361K Buy
7,743
+181
+2% +$8.99K 0.01% 653
2024
Q4 		$376K Buy
7,562
+606
+9% +$30.8K 0.01% 626
2024
Q3 		$341K Buy
6,956
+548
+9% +$25.9K 0.01% 559
2024
Q2 		$298K Buy
6,408
+1,520
+31% +$67.9K 0.01% 571
2024
Q1 		$221K Sell
4,888
-248
-5% -$10.5K 0.01% 628
2023
Q4 		$205K Buy
+5,136
New +$188K 0.01% 631

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

U.S. Capital Wealth Advisors's USXF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q1 2026 at 4,872 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #863.

U.S. Capital Wealth Advisors first reported a position in USXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $376K in Q4 2024. 272 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • U.S. Capital Wealth Advisors held 4,872 shares of iShares ESG Advanced MSCI USA ETF worth $269K as of Q1 2026.
  • U.S. Capital Wealth Advisors left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #863 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • U.S. Capital Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $376K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.