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

West Wealth Group’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 		$598K Buy
8,606
+34
+0.4% +$2.2K 0.1% 73
2026
Q1 		$473K Sell
8,572
-1,621
-16% -$93.8K 0.09% 80
2025
Q4 		$587K Sell
10,193
-144
-1% -$8.29K 0.12% 58
2025
Q3 		$590K Sell
10,337
-176
-2% -$9.82K 0.13% 55
2025
Q2 		$584K Sell
10,513
-330
-3% -$16.1K 0.15% 50
2025
Q1 		$507K Sell
10,843
-2,037
-16% -$101K 0.15% 48
2024
Q4 		$640K Buy
12,880
+1,911
+17% +$97.1K 0.19% 39
2024
Q3 		$538K Sell
10,969
-285
-3% -$13.4K 0.17% 45
2024
Q2 		$524K Sell
11,254
-376
-3% -$16.8K 0.19% 46
2024
Q1 		$525K Sell
11,630
-172
-1% -$7.3K 0.19% 45
2023
Q4 		$470K Buy
11,802
+279
+2% +$10.2K 0.19% 46
2023
Q3 		$399K Buy
11,523
+452
+4% +$16.3K 0.17% 48
2023
Q2 		$398K Buy
11,071
+39
+0.4% +$1.32K 0.17% 44
2023
Q1 		$365K Sell
11,032
-761
-6% -$24.5K 0.17% 41
2022
Q4 		$362K Buy
11,793
+1,190
+11% +$36K 0.18% 42
2022
Q3 		$297K Sell
10,603
-449
-4% -$14K 0.15% 48
2022
Q2 		$330K Sell
11,052
-2,072
-16% -$66.8K 0.15% 44
2022
Q1 		$468K Buy
13,124
+7,824
+148% +$279K 0.19% 33
2021
Q4 		$209K Buy
+5,300
New +$204K 0.08% 59

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

West Wealth Group's USXF Position: Q2 2026 in Review

West Wealth Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.4% in Q2 2026, buying an estimated $2.2K and bringing the position to 8,606 shares worth $598K. The position accounts for 0.1% of the portfolio, ranked #73.

West Wealth Group first reported a position in USXF in Q4 2021 and has held it in 19 quarters since. The position peaked at $640K in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • West Wealth Group held 8,606 shares of iShares ESG Advanced MSCI USA ETF worth $598K as of Q2 2026.
  • West Wealth Group bought 34 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $2.2K.
  • iShares ESG Advanced MSCI USA ETF made up 0.1% of West Wealth Group's portfolio in Q2 2026, its #73 holding.
  • West Wealth Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's iShares ESG Advanced MSCI USA ETF position peaked at $640K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.