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VERITY Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

VERITY Wealth 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 		$1.84M Buy
26,467
+231
+0.9% +$14.9K 1.11% 13
2026
Q1 		$1.45M Buy
26,236
+205
+0.8% +$11.9K 0.97% 16
2025
Q4 		$1.5M Hold
26,031
– – 0.93% 15
2025
Q3 		$1.49M Hold
26,031
– – 0.94% 14
2025
Q2 		$1.4M Hold
26,031
– – 0.94% 15
2025
Q1 		$1.21M Hold
26,031
– – 0.9% 15
2024
Q4 		$1.29M Hold
26,031
– – 0.93% 16
2024
Q3 		$1.28M Hold
26,031
– – 0.9% 18
2024
Q2 		$1.21M Hold
26,031
– – 0.91% 17
2024
Q1 		$1.18M Buy
26,031
+2,791
+12% +$119K 0.9% 18
2023
Q4 		$925K Buy
23,240
+2,257
+11% +$82.5K 0.8% 25
2023
Q3 		$727K Hold
20,983
– – 0.68% 29
2023
Q2 		$754K Buy
20,983
+5,232
+33% +$177K 0.68% 29
2023
Q1 		$521K Sell
15,751
-91
-0.6% -$2.93K 0.48% 41
2022
Q4 		$486K Sell
15,842
-9,333
-37% -$283K 0.48% 43
2022
Q3 		$705K Hold
25,175
– – 0.72% 27
2022
Q2 		$752K Buy
+25,175
New +$812K 0.73% 27

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

VERITY Wealth Advisors's USXF Position: Q2 2026 in Review

VERITY Wealth Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.88% in Q2 2026, buying an estimated $14.9K and bringing the position to 26,467 shares worth $1.84M. The position accounts for 1.11% of the portfolio, ranked #13.

VERITY Wealth Advisors first reported a position in USXF in Q2 2022 and has held it in 17 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • VERITY Wealth Advisors held 26,467 shares of iShares ESG Advanced MSCI USA ETF worth $1.84M as of Q2 2026.
  • VERITY Wealth Advisors bought 231 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $14.9K.
  • iShares ESG Advanced MSCI USA ETF made up 1.11% of VERITY Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • VERITY Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.