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WBH Advisory’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

WBH Advisory’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 		$362K Buy
5,206
+29
+0.6% +$1.88K 0.02% 295
2026
Q1 		$288K Sell
5,177
-37
-0.7% -$2.14K 0.02% 302
2025
Q4 		$300K Buy
5,214
+97
+2% +$5.58K 0.02% 290
2025
Q3 		$293K Sell
5,117
-1,995
-28% -$111K 0.02% 293
2025
Q2 		$384K Sell
7,112
-2,138
-23% -$104K 0.03% 260
2025
Q1 		$432K Buy
9,250
+72
+0.8% +$3.58K 0.04% 230
2024
Q4 		$456K Buy
9,178
+1,446
+19% +$73.5K 0.04% 220
2024
Q3 		$379K Buy
7,732
+229
+3% +$10.8K 0.04% 241
2024
Q2 		$349K Buy
7,503
+152
+2% +$6.79K 0.04% 247
2024
Q1 		$332K Buy
7,351
+299
+4% +$12.7K 0.03% 253
2023
Q4 		$281K Buy
+7,052
New +$258K 0.03% 267

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

WBH Advisory's USXF Position: Q2 2026 in Review

WBH Advisory increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.56% in Q2 2026, buying an estimated $1.88K and bringing the position to 5,206 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #295.

WBH Advisory first reported a position in USXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $456K in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • WBH Advisory held 5,206 shares of iShares ESG Advanced MSCI USA ETF worth $362K as of Q2 2026.
  • WBH Advisory bought 29 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $1.88K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #295 holding.
  • WBH Advisory first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • WBH Advisory's iShares ESG Advanced MSCI USA ETF position peaked at $456K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.