ZIM
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Zacks Investment Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Zacks Investment Management’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 		– Sell
-5,215
Closed -$288K – 826
2026
Q1 		$288K Hold
5,215
– – ﹤0.01% 597
2025
Q4 		$300K Hold
5,215
– – ﹤0.01% 588
2025
Q3 		$299K Hold
5,215
– – ﹤0.01% 577
2025
Q2 		$281K Hold
5,215
– – ﹤0.01% 561
2025
Q1 		$243K Hold
5,215
– – ﹤0.01% 584
2024
Q4 		$259K Buy
5,215
+304
+6% +$15.4K ﹤0.01% 582
2024
Q3 		$241K Buy
4,911
+76
+2% +$3.59K ﹤0.01% 601
2024
Q2 		$225K Sell
4,835
-5
-0.1% -$223 ﹤0.01% 557
2024
Q1 		$219K Buy
+4,840
New +$206K ﹤0.01% 590

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

Zacks Investment Management's USXF Position: Q2 2026 in Review

Zacks Investment Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026, closing a stake of 5,215 shares — an estimated $288K sold.

Zacks Investment Management first reported a position in USXF in Q1 2024 and held it in 9 quarters. The position peaked at $300K in Q4 2025. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Zacks Investment Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Zacks Investment Management sold 5,215 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $288K.
  • Zacks Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and held it in 9 quarters.
  • Zacks Investment Management's iShares ESG Advanced MSCI USA ETF position peaked at $300K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.