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United Capital Financial Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

United Capital Financial 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
Q2 		$2.44M Sell
35,143
-6,025
-15% -$390K 0.01% 533
2026
Q1 		$2.27M Sell
41,168
-207
-0.5% -$12K 0.01% 523
2025
Q4 		$2.38M Buy
41,375
+2,424
+6% +$139K 0.01% 492
2025
Q3 		$2.23M Sell
38,951
-18,781
-33% -$1.05M 0.02% 446
2025
Q2 		$3.11M Sell
57,732
-24,884
-30% -$1.22M 0.03% 353
2025
Q1 		$3.86M Sell
82,616
-6,136
-7% -$305K 0.03% 307
2024
Q4 		$4.41M Buy
88,752
+9,916
+13% +$504K 0.04% 276
2024
Q3 		$3.87M Sell
78,836
-997
-1% -$47K 0.03% 305
2024
Q2 		$3.72M Buy
79,833
+9,308
+13% +$416K 0.03% 307
2024
Q1 		$3.18M Sell
70,525
-1,756
-2% -$74.6K 0.03% 346
2023
Q4 		$2.88M Buy
+72,281
New +$2.64M 0.02% 355
2022
Q3 		– Sell
-7,588
Closed -$227K – 1154
2022
Q2 		$227K Buy
7,588
+939
+14% +$30.3K ﹤0.01% 1020
2022
Q1 		$237K Sell
6,649
-817
-11% -$29.2K ﹤0.01% 1070
2021
Q4 		$294K Buy
+7,466
New +$287K ﹤0.01% 1034

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

United Capital Financial Advisors's USXF Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 15% in Q2 2026, selling an estimated $390K and leaving 35,143 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #533.

United Capital Financial Advisors first reported a position in USXF in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.41M in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • United Capital Financial Advisors held 35,143 shares of iShares ESG Advanced MSCI USA ETF worth $2.44M as of Q2 2026.
  • United Capital Financial Advisors sold 6,025 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $390K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #533 holding.
  • United Capital Financial Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 14 quarters since.
  • United Capital Financial Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $4.41M in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.