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Valmark Advisers’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Valmark Advisers’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 		$633K Hold
9,108
– – 0.01% 455
2026
Q1 		$503K Buy
9,108
+1,124
+14% +$65K 0.01% 466
2025
Q4 		$460K Hold
7,984
– – 0.01% 460
2025
Q3 		$458K Sell
7,984
-147
-2% -$8.2K 0.01% 453
2025
Q2 		$439K Buy
8,131
+514
+7% +$25.1K 0.01% 466
2025
Q1 		$355K Sell
7,617
-27
-0.4% -$1.34K 0.01% 480
2024
Q4 		$380K Buy
7,644
+543
+8% +$27.6K 0.01% 468
2024
Q3 		$349K Sell
7,101
-889
-11% -$41.9K 0.01% 473
2024
Q2 		$372K Buy
7,990
+1,751
+28% +$78.2K 0.01% 442
2024
Q1 		$282K Hold
6,239
– – ﹤0.01% 466
2023
Q4 		$248K Hold
6,239
– – ﹤0.01% 454
2023
Q3 		$216K Hold
6,239
– – ﹤0.01% 448
2023
Q2 		$224K Hold
6,239
– – ﹤0.01% 448
2023
Q1 		$206K Buy
+6,239
New +$201K ﹤0.01% 457

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

Valmark Advisers's USXF Position: Q2 2026 in Review

Valmark Advisers held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 9,108 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #455.

Valmark Advisers first reported a position in USXF in Q1 2023 and has held it in 14 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Valmark Advisers held 9,108 shares of iShares ESG Advanced MSCI USA ETF worth $633K as of Q2 2026.
  • Valmark Advisers left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #455 holding.
  • Valmark Advisers first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.