Ficha del valor · trimestre archivado
USXF
iShares ESG Advanced MSCI USA ETF · Financial Services · Asset Management - Global
41Tenedores rastreados
-3Δ titulares
9.64MAcciones mantenidas
$531.32MValor declarado
+1Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -6.8% ·
flujo de acciones +2.8% ·
nuevas posiciones netas -7.3%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 54.74K | $3.76M | n/a | n/a |
| Q2 2026 | 45 | +5 | 9.62M | $667.49M | +5 | n/a |
| Q1 2026 | 41 | -3 | 9.64M | $531.32M | +1 | −4 |
| Q4 2025 | 44 | -1 | 9.38M | $540.17M | n/a | −1 |
| Q3 2025 | 6 | 0 | 3.64M | $208.67M | n/a | n/a |
| Q2 2025 | 3 | 0 | 2.53M | $136.58M | n/a | n/a |
| Q1 2025 | 1 | +1 | 76.50K | $3.57M | +1 | n/a |
| Q2 2024 | 1 | n/a | 18.46K | $859,867 | n/a | n/a |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.79M | +4.5% | $153.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 2.37M | +1.7% | $130.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 970.06K | +8.0% | $53.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Sei Investments Co | 876.09K | +5.5% | $48.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 520.92K | +4.0% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Mackenzie Financial Corp | 371.88K | +3.9% | $20.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 232.25K | +1.6% | $12.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 165.10K | -9.8% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 137.11K | +13.6% | $7.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 133.77K | +13.3% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Royal Bank Of Canada | 131.21K | -27.9% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Raymond James Financial Inc | 129.64K | +8.1% | $7.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cerity Partners LLC | 106.08K | +26.0% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 103.80K | +0.2% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Assetmark, Inc | 78.75K | +1.6% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mirae Asset Global Investments Co.… | 77.30K | -14.1% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 67.31K | -2.2% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Goldman Sachs Group ✦ | 66.46K | -15.9% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 57.62K | +7.8% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 39.03K | +17.6% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Ameriprise Financial Inc | 29.25K | +44.0% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 28.41K | 0.0% | $1.58M | 0.0% | Held | 2 | SEC ↗ |
| 23 | Cwm, Llc | 25.81K | +20.5% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 21.49K | +6.5% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 17.40K | -1.4% | $960,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 16.50K | -6.0% | $910,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 13.77K | +93.5% | $740,611 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 11.88K | +22.4% | $655,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 11.25K | -32.9% | $621,206 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 9.52K | -60.1% | $532,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 6.44K | -11.7% | $355,486 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 6.34K | -3.9% | $350,219 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Focus Partners Wealth | 4.58K | +18.1% | $252,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 3.82K | +4.1% | $210,886 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 3.76K | 0.0% | $207,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Corient Private Wealth LP | 3.63K | -49.9% | $200,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 3.50K | +105.9% | $192,885 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.93K | Nuevo | $106,702 | 0.0% | New | 1 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 998 | +1.9% | $55,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 795 | +11.2% | $43,899 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 111 | -98.5% | $6,127 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Fifth Third Bancorp | $106,702 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $577,700 | era 0.0% |
| Susquehanna International… | $503,940 | era 0.0% |
| Mercer Global Advisors Inc… | $263,313 | era 0.0% |
| Qube Research & Technologies… | $53,031 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 268 tenedores, 14.91M acciones, $780.86M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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