USCWA
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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 $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return