WCFA
USXF icon

Walkner Condon Financial Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Walkner Condon 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 		$4.79M Sell
69,001
-420
-0.6% -$27.2K 0.55% 39
2026
Q1 		$3.83M Buy
69,421
+897
+1% +$51.9K 0.51% 44
2025
Q4 		$3.95M Buy
68,524
+2,195
+3% +$126K 0.55% 37
2025
Q3 		$3.8M Sell
66,329
-1,173
-2% -$65.4K 0.6% 39
2025
Q2 		$3.64M Buy
67,502
+139
+0.2% +$6.79K 0.67% 35
2025
Q1 		$3.14M Sell
67,363
-4,053
-6% -$201K 0.64% 34
2024
Q4 		$3.55M Sell
71,416
-4,301
-6% -$219K 0.72% 36
2024
Q3 		$3.72M Sell
75,717
-28,122
-27% -$1.33M 0.76% 33
2024
Q2 		$4.84M Sell
103,839
-461
-0.4% -$20.6K 1.04% 28
2024
Q1 		$4.71M Sell
104,300
-1,596
-2% -$67.8K 1% 27
2023
Q4 		$4.22M Buy
105,896
+11,355
+12% +$415K 0.96% 30
2023
Q3 		$3.28M Sell
94,541
-1,558
-2% -$56.3K 0.87% 30
2023
Q2 		$3.45M Buy
96,099
+7,386
+8% +$249K 0.91% 28
2023
Q1 		$2.93M Buy
88,713
+1,057
+1% +$34K 0.82% 30
2022
Q4 		$2.69M Buy
87,656
+10,747
+14% +$326K 0.8% 31
2022
Q3 		$2.15M Sell
76,909
-5,812
-7% -$182K 0.69% 33
2022
Q2 		$2.47M Buy
82,721
+10,826
+15% +$349K 0.77% 31
2022
Q1 		$2.57M Buy
71,895
+59,006
+458% +$2.11M 0.73% 33
2021
Q4 		$508K Buy
+12,889
New +$495K 0.33% 73
2021
Q3 		– Sell
-47,451
Closed -$1.73M – 179
2021
Q2 		$1.73M Buy
47,451
+38,360
+422% +$1.34M 0.63% 38
2021
Q1 		$302K Buy
+9,091
New +$294K 0.12% 137

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

Walkner Condon Financial Advisors's USXF Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.61% in Q2 2026, selling an estimated $27.2K and leaving 69,001 shares worth $4.79M. The position accounts for 0.55% of the portfolio, ranked #39.

Walkner Condon Financial Advisors first reported a position in USXF in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.84M in Q2 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Walkner Condon Financial Advisors held 69,001 shares of iShares ESG Advanced MSCI USA ETF worth $4.79M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 420 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $27.2K.
  • iShares ESG Advanced MSCI USA ETF made up 0.55% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • Walkner Condon Financial Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $4.84M in Q2 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.