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

Wealth Alliance’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 		$965K Sell
13,896
-719
-5% -$46.5K 0.08% 200
2026
Q1 		$807K Buy
14,615
+40
+0.3% +$2.31K 0.08% 216
2025
Q4 		$839K Sell
14,575
-142
-1% -$8.17K 0.08% 208
2025
Q3 		$843K Sell
14,717
-4,145
-22% -$231K 0.09% 201
2025
Q2 		$1.02M Sell
18,862
-6,419
-25% -$314K 0.11% 165
2025
Q1 		$1.18M Sell
25,281
-941
-4% -$46.7K 0.14% 143
2024
Q4 		$1.3M Buy
26,222
+3,822
+17% +$194K 0.16% 130
2024
Q3 		$1.1M Sell
22,400
-653
-3% -$30.8K 0.13% 154
2024
Q2 		$1.07M Buy
23,053
+9
+0% +$402 0.14% 145
2024
Q1 		$1.04M Sell
23,044
-57
-0.2% -$2.42K 0.14% 153
2023
Q4 		$920K Sell
23,101
-1,296
-5% -$47.4K 0.13% 162
2023
Q3 		$846K Sell
24,397
-1,699
-7% -$61.4K 0.13% 161
2023
Q2 		$938K Sell
26,096
-402
-2% -$13.6K 0.14% 150
2023
Q1 		$876K Buy
26,498
+7,992
+43% +$257K 0.14% 158
2022
Q4 		$567K Sell
18,506
-6,180
-25% -$187K 0.1% 218
2022
Q3 		$692K Sell
24,686
-11,966
-33% -$374K 0.14% 166
2022
Q2 		$1.09M Buy
36,652
+9,990
+37% +$322K 0.21% 108
2022
Q1 		$952K Sell
26,662
-8,635
-24% -$308K 0.19% 123
2021
Q4 		$1.39M Buy
35,297
+2,919
+9% +$112K 0.28% 78
2021
Q3 		$1.17M Buy
32,378
+10,747
+50% +$400K 0.26% 83
2021
Q2 		$785K Buy
21,631
+14,866
+220% +$520K 0.18% 130
2021
Q1 		$224K Buy
+6,765
New +$219K 0.06% 358

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

Wealth Alliance's USXF Position: Q2 2026 in Review

Wealth Alliance reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.9% in Q2 2026, selling an estimated $46.5K and leaving 13,896 shares worth $965K. The position accounts for 0.08% of the portfolio, ranked #200.

Wealth Alliance first reported a position in USXF in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.39M in Q4 2021. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Wealth Alliance held 13,896 shares of iShares ESG Advanced MSCI USA ETF worth $965K as of Q2 2026.
  • Wealth Alliance sold 719 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $46.5K.
  • iShares ESG Advanced MSCI USA ETF made up 0.08% of Wealth Alliance's portfolio in Q2 2026, its #200 holding.
  • Wealth Alliance first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • Wealth Alliance's iShares ESG Advanced MSCI USA ETF position peaked at $1.39M in Q4 2021.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.