ZIM
USXF icon

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
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 $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return