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

Wealth Management Strategies’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	$200K	Buy	+2,881	New	+$186K	0.08%	45

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Management Strategies's USXF Position: Q2 2026 in Review

Wealth Management Strategies opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 2,881 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #45 among its holdings.

299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Wealth Management Strategies held 2,881 shares of iShares ESG Advanced MSCI USA ETF worth $200K as of Q2 2026.
iShares ESG Advanced MSCI USA ETF was a new Wealth Management Strategies position in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up 0.08% of Wealth Management Strategies's portfolio in Q2 2026, its #45 holding.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.