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World Investment Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

World Investment Advisors’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 		$798K Sell
14,282
-22
-0.2% -$1.42K 0.01% 787
2026
Q1 		$790K Buy
14,304
+36
+0.3% +$2.08K 0.01% 796
2025
Q4 		$822K Buy
14,268
+1,197
+9% +$68.9K 0.01% 751
2025
Q3 		$749K Sell
13,071
-3,719
-22% -$207K 0.02% 651
2025
Q2 		$906K Sell
16,790
-6,005
-26% -$293K 0.02% 546
2025
Q1 		$1.06M Buy
22,795
+1,863
+9% +$92.5K 0.03% 492
2024
Q4 		$1.04M Buy
20,932
+2,021
+11% +$103K 0.03% 465
2024
Q3 		$928K Sell
18,911
-65
-0.3% -$3.07K 0.03% 447
2024
Q2 		$884K Buy
18,976
+408
+2% +$18.2K 0.06% 291
2024
Q1 		$838K Sell
18,568
-322
-2% -$13.7K 0.12% 154
2023
Q4 		$752K Buy
18,890
+688
+4% +$25.2K 0.1% 174
2023
Q3 		$633K Sell
18,202
-521
-3% -$18.8K 0.13% 122
2023
Q2 		$673K Sell
18,723
-1,098
-6% -$37.1K 0.13% 115
2023
Q1 		$655K Buy
19,821
+7,010
+55% +$226K 0.14% 112
2022
Q4 		$393K Buy
12,811
+1,855
+17% +$56.2K 0.09% 151
2022
Q3 		$307K Buy
10,956
+2,600
+31% +$81.3K 0.07% 182
2022
Q2 		$275K Buy
8,356
+852
+11% +$27.5K 0.06% 206
2022
Q1 		$268K Buy
7,504
+62
+0.8% +$2.21K 0.06% 212
2021
Q4 		$269K Buy
7,442
+40
+0.5% +$1.54K 0.06% 216
2021
Q3 		$267K Buy
+7,402
New +$276K 0.06% 204

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

World Investment Advisors's USXF Position: Q2 2026 in Review

World Investment Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.15% in Q2 2026, selling an estimated $1.42K and leaving 14,282 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #787.

World Investment Advisors first reported a position in USXF in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q1 2025. 301 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • World Investment Advisors held 14,282 shares of iShares ESG Advanced MSCI USA ETF worth $798K as of Q2 2026.
  • World Investment Advisors sold 22 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $1.42K.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #787 holding.
  • World Investment Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • World Investment Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $1.06M in Q1 2025.
  • 301 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.