UBS Group
USXF icon

UBS Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

UBS Group’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 		$818K Sell
11,775
-106
-0.9% -$6.86K ﹤0.01% 5899
2026
Q1 		$656K Buy
11,881
+2,173
+22% +$126K ﹤0.01% 5874
2025
Q4 		$559K Buy
9,708
+86
+0.9% +$4.95K ﹤0.01% 6007
2025
Q3 		$551K Sell
9,622
-203
-2% -$11.3K ﹤0.01% 6021
2025
Q2 		$530K Sell
9,825
-3,317
-25% -$162K ﹤0.01% 5952
2025
Q1 		$613K Buy
13,142
+5,060
+63% +$251K ﹤0.01% 5693
2024
Q4 		$402K Buy
8,082
+334
+4% +$17K ﹤0.01% 5995
2024
Q3 		$380K Buy
7,748
+96
+1% +$4.53K ﹤0.01% 5424
2024
Q2 		$356K Buy
7,652
+89
+1% +$3.98K ﹤0.01% 5255
2024
Q1 		$341K Sell
7,563
-1,003
-12% -$42.6K ﹤0.01% 5478
2023
Q4 		$341K Buy
8,566
+569
+7% +$20.8K ﹤0.01% 5407
2023
Q3 		$277K Sell
7,997
-1,352
-14% -$48.9K ﹤0.01% 5121
2023
Q2 		$336K Buy
9,349
+3,163
+51% +$107K ﹤0.01% 5138
2023
Q1 		$205K Sell
6,186
-962
-13% -$31K ﹤0.01% 5370
2022
Q4 		$219K Buy
7,148
+3,361
+89% +$102K ﹤0.01% 5378
2022
Q3 		$106K Buy
3,787
+1,711
+82% +$53.5K ﹤0.01% 5657
2022
Q2 		$62K Sell
2,076
-58
-3% -$1.87K ﹤0.01% 5762
2022
Q1 		$76K Sell
2,134
-82
-4% -$2.93K ﹤0.01% 6108
2021
Q4 		$87K Sell
2,216
-35
-2% -$1.34K ﹤0.01% 6439
2021
Q3 		$81K Buy
2,251
+772
+52% +$28.7K ﹤0.01% 5981
2021
Q2 		$54K Buy
+1,479
New +$51.8K ﹤0.01% 6363

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

UBS Group's USXF Position: Q2 2026 in Review

UBS Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.89% in Q2 2026, selling an estimated $6.86K and leaving 11,775 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #5899.

UBS Group first reported a position in USXF in Q2 2021 and has held it in 21 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • UBS Group held 11,775 shares of iShares ESG Advanced MSCI USA ETF worth $818K as of Q2 2026.
  • UBS Group sold 106 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $6.86K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5899 holding.
  • UBS Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.