Accel Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-2,898
Closed -$201K – 318
2026
Q2
$201K Buy
+2,898
New +$188K 0.05% 295

Other funds holding USXF

Accel Wealth Management's USXF Position: Q3 2026 in Review

Accel Wealth Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2026, closing a stake of 2,898 shares — an estimated $201K sold.

Accel Wealth Management first reported a position in USXF in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 178 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Accel Wealth Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2026 after selling out during the quarter.
  • Accel Wealth Management sold 2,898 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $201K.
  • Accel Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2026 and held it in 1 quarter.
  • Accel Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $201K in Q2 2026.
  • 178 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.