VBFP
USXF icon

Valtinson Bruner Financial Planning’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Valtinson Bruner Financial Planning’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 		$211K Buy
+3,043
New +$197K 0.05% 181
2025
Q4 		– Sell
-4,177
Closed -$239K – 174
2025
Q3 		$239K Sell
4,177
-727
-15% -$40.6K 0.07% 139
2025
Q2 		$264K Sell
4,904
-753
-13% -$36.8K 0.08% 123
2025
Q1 		$264K Buy
5,657
+535
+10% +$26.6K 0.09% 111
2024
Q4 		$255K Buy
+5,122
New +$260K 0.09% 126

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

Valtinson Bruner Financial Planning's USXF Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 3,043 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #181 among its holdings. This is a return to the name: Valtinson Bruner Financial Planning previously reported a position in USXF as recently as Q3 2025.

Valtinson Bruner Financial Planning first reported a position in USXF in Q4 2024 and has held it in 5 quarters since. The position peaked at $264K in Q2 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Valtinson Bruner Financial Planning held 3,043 shares of iShares ESG Advanced MSCI USA ETF worth $211K as of Q2 2026.
  • iShares ESG Advanced MSCI USA ETF was a new Valtinson Bruner Financial Planning position in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.05% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #181 holding.
  • Valtinson Bruner Financial Planning first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 5 quarters since.
  • Valtinson Bruner Financial Planning's iShares ESG Advanced MSCI USA ETF position peaked at $264K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.