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WealthShield Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

WealthShield Partners’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 		$21.7K Buy
313
+14
+5% +$906 ﹤0.01% 313
2026
Q1 		$16.5K Buy
299
+3
+1% +$174 ﹤0.01% 510
2025
Q4 		$17K Buy
296
+7
+2% +$403 ﹤0.01% 489
2025
Q3 		$16.6K Sell
289
-127
-31% -$7.08K ﹤0.01% 488
2025
Q2 		$22.4K Sell
416
-118
-22% -$5.77K ﹤0.01% 463
2025
Q1 		$24.9K Sell
534
-1,170
-69% -$58.1K ﹤0.01% 448
2024
Q4 		$84.7K Buy
1,704
+219
+15% +$11.1K 0.01% 356
2024
Q3 		$72.9K Hold
1,485
– – 0.01% 372
2024
Q2 		$69.2K Hold
1,485
– – 0.01% 346
2024
Q1 		$67K Buy
1,485
+94
+7% +$3.99K 0.01% 340
2023
Q4 		$55.4K Sell
1,391
-112
-7% -$4.1K 0.01% 357
2023
Q3 		$52.3K Sell
1,503
-34
-2% -$1.23K 0.01% 375
2023
Q2 		$55.3K Buy
1,537
+26
+2% +$878 0.01% 377
2023
Q1 		$50K Buy
+1,511
New +$48.7K 0.01% 378
2021
Q3 		– Sell
-1,716
Closed -$62K – 717
2021
Q2 		$62K Sell
1,716
-32
-2% -$1.12K 0.01% 433
2021
Q1 		$58K Buy
+1,748
New +$56.5K 0.01% 425

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

WealthShield Partners's USXF Position: Q2 2026 in Review

WealthShield Partners increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.7% in Q2 2026, buying an estimated $906 and bringing the position to 313 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

WealthShield Partners first reported a position in USXF in Q1 2021 and has held it in 16 quarters since. The position peaked at $84.7K in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • WealthShield Partners held 313 shares of iShares ESG Advanced MSCI USA ETF worth $21.7K as of Q2 2026.
  • WealthShield Partners bought 14 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $906.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #313 holding.
  • WealthShield Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 16 quarters since.
  • WealthShield Partners's iShares ESG Advanced MSCI USA ETF position peaked at $84.7K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.