Zenith Solutions
USXF icon

Zenith Solutions’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Zenith Solutions’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
Q3 		$5.45M Sell
80,021
-1,626
-2% -$110K 4.85% 3
2026
Q2 		$5.67M Buy
+81,647
New +$5.28M 5.14% 3

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SEI Investments
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Zenith Solutions's USXF Position: Q3 2026 in Review

Zenith Solutions reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2% in Q3 2026, selling an estimated $110K and leaving 80,021 shares worth $5.45M. The position accounts for 4.85% of the portfolio, ranked #3.

Zenith Solutions first reported a position in USXF in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.67M in Q2 2026. 273 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Zenith Solutions held 80,021 shares of iShares ESG Advanced MSCI USA ETF worth $5.45M as of Q3 2026.
  • Zenith Solutions sold 1,626 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $110K.
  • iShares ESG Advanced MSCI USA ETF made up 4.85% of Zenith Solutions's portfolio in Q3 2026, its #3 holding.
  • Zenith Solutions first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2026 and has held it in 2 quarters since.
  • Zenith Solutions's iShares ESG Advanced MSCI USA ETF position peaked at $5.67M in Q2 2026.
  • 273 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.