Wealth Enhancement Advisory Services
USXF icon

Wealth Enhancement Advisory Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.93M Buy
28,108
+18,586
+195% +$1.2M ﹤0.01% 1595
2026
Q1 		$533K Sell
9,522
-14,337
-60% -$829K ﹤0.01% 2269
2025
Q4 		$1.41M Sell
23,859
-7,484
-24% -$431K ﹤0.01% 1737
2025
Q3 		$1.8M Buy
31,343
+2,153
+7% +$120K ﹤0.01% 1505
2025
Q2 		$1.59M Buy
29,190
+15,788
+118% +$771K ﹤0.01% 1482
2025
Q1 		$625K Sell
13,402
-8,253
-38% -$410K ﹤0.01% 1887
2024
Q4 		$1.08M Buy
21,655
+10,337
+91% +$525K ﹤0.01% 1496
2024
Q3 		$555K Sell
11,318
-2,393
-17% -$113K ﹤0.01% 1760
2024
Q2 		$639K Buy
13,711
+1,350
+11% +$60.3K ﹤0.01% 1491
2024
Q1 		$558K Buy
12,361
+120
+1% +$5.1K ﹤0.01% 1517
2023
Q4 		$487K Sell
12,241
-119
-1% -$4.35K ﹤0.01% 1524
2023
Q3 		$428K Buy
+12,360
New +$447K ﹤0.01% 1518
2023
Q2 		– Sell
-6,105
Closed -$202K – 569
2023
Q1 		$202K Buy
+6,105
New +$197K ﹤0.01% 506

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 Enhancement Advisory Services's USXF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 195% in Q2 2026, buying an estimated $1.2M and bringing the position to 28,108 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Wealth Enhancement Advisory Services first reported a position in USXF in Q1 2023 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,108 shares of iShares ESG Advanced MSCI USA ETF worth $1.93M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,586 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $1.2M.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1595 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and has held it in 13 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.