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Wedbush Securities’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Wedbush Securities’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
2025
Q3 		– Sell
-4,270
Closed -$230K – 1260
2025
Q2 		$230K Sell
4,270
-1,809
-30% -$88.4K 0.01% 980
2025
Q1 		$284K Buy
6,079
+163
+3% +$8.1K 0.01% 848
2024
Q4 		$294K Buy
5,916
+481
+9% +$24.4K 0.01% 829
2024
Q3 		$267K Buy
5,435
+31
+0.6% +$1.46K 0.01% 853
2024
Q2 		$252K Buy
5,404
+2
+0% +$89 0.01% 954
2024
Q1 		$244K Sell
5,402
-184
-3% -$7.81K 0.01% 981
2023
Q4 		$222K Sell
5,586
-435
-7% -$15.9K 0.01% 912
2023
Q3 		$209K Sell
6,021
-589
-9% -$21.3K 0.01% 900
2023
Q2 		$238K Buy
6,610
+3
+0% +$101 0.01% 859
2023
Q1 		$218K Sell
6,607
-98
-1% -$3.16K 0.01% 904
2022
Q4 		$206K Buy
+6,705
New +$203K 0.01% 903
2022
Q3 		– Sell
-6,891
Closed -$206K – 1108
2022
Q2 		$206K Sell
6,891
-1,797
-21% -$57.9K 0.01% 918
2022
Q1 		$310K Buy
8,688
+182
+2% +$6.5K 0.01% 779
2021
Q4 		$335K Buy
8,506
+1,639
+24% +$63K 0.01% 827
2021
Q3 		$248K Buy
+6,867
New +$256K 0.01% 961

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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

Wedbush Securities's USXF Position: Q3 2025 in Review

Wedbush Securities sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2025, closing a stake of 4,270 shares — an estimated $230K sold.

Wedbush Securities first reported a position in USXF in Q3 2021 and held it in 15 quarters. The position peaked at $335K in Q4 2021. 260 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

  • Wedbush Securities reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Wedbush Securities sold 4,270 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $230K.
  • Wedbush Securities first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and held it in 15 quarters.
  • Wedbush Securities's iShares ESG Advanced MSCI USA ETF position peaked at $335K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on Wedbush Securities's 13F filing for Q3 2025, filed 6 Nov 2025.