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Van Hulzen Asset Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Van Hulzen Asset Management’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 		$786K Hold
11,324
– – 0.06% 203
2026
Q1 		$625K Hold
11,324
– – 0.05% 206
2025
Q4 		$652K Sell
11,324
-1,535
-12% -$88.3K 0.05% 196
2025
Q3 		$737K Sell
12,859
-450
-3% -$25.1K 0.05% 187
2025
Q2 		$718K Sell
13,309
-1,000
-7% -$48.9K 0.06% 181
2025
Q1 		$668K Hold
14,309
– – 0.06% 180
2024
Q4 		$711K Hold
14,309
– – 0.05% 197
2024
Q3 		$702K Sell
14,309
-1,139
-7% -$53.7K 0.05% 191
2024
Q2 		$720K Hold
15,448
– – 0.05% 176
2024
Q1 		$697K Sell
15,448
-3,095
-17% -$131K 0.05% 196
2023
Q4 		$738K Buy
18,543
+7,500
+68% +$274K 0.05% 190
2023
Q3 		$383K Hold
11,043
– – 0.03% 229
2023
Q2 		$397K Hold
11,043
– – 0.03% 207
2023
Q1 		$365K Sell
11,043
-200
-2% -$6.44K 0.03% 207
2022
Q4 		$345K Hold
11,243
– – 0.04% 213
2022
Q3 		$315K Sell
11,243
-762
-6% -$23.8K 0.04% 208
2022
Q2 		$359K Buy
12,005
+81
+0.7% +$2.61K 0.04% 199
2022
Q1 		$426K Sell
11,924
-5,322
-31% -$190K 0.05% 189
2021
Q4 		$680K Buy
17,246
+155
+0.9% +$5.96K 0.07% 149
2021
Q3 		$617K Buy
17,091
+6,491
+61% +$242K 0.09% 123
2021
Q2 		$385K Buy
10,600
+200
+2% +$7K 0.06% 177
2021
Q1 		$345K Buy
10,400
+2,900
+39% +$93.8K 0.06% 185
2020
Q4 		$235K Buy
+7,500
New +$222K 0.04% 244

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

Van Hulzen Asset Management's USXF Position: Q2 2026 in Review

Van Hulzen Asset Management held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 11,324 shares worth $786K. The position accounts for 0.06% of the portfolio, ranked #203.

Van Hulzen Asset Management first reported a position in USXF in Q4 2020 and has held it in 23 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Van Hulzen Asset Management held 11,324 shares of iShares ESG Advanced MSCI USA ETF worth $786K as of Q2 2026.
  • Van Hulzen Asset Management left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.06% of Van Hulzen Asset Management's portfolio in Q2 2026, its #203 holding.
  • Van Hulzen Asset Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.