AIM
USXF icon

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

Archer 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
Q3 		$3.21M Sell
47,103
-10,384
-18% -$704K 1.01% 26
2026
Q2 		$3.99M Sell
57,487
-28,358
-33% -$1.83M 1.36% 20
2026
Q1 		$4.74M Buy
85,845
+77,874
+977% +$4.51M 1.99% 17
2025
Q4 		$459K Buy
+7,971
New +$459K 0.25% 80

Other funds holding USXF

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Archer Investment Management's USXF Position: Q3 2026 in Review

Archer Investment Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 18% in Q3 2026, selling an estimated $704K and leaving 47,103 shares worth $3.21M. The position accounts for 1.01% of the portfolio, ranked #26.

Archer Investment Management first reported a position in USXF in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.74M in Q1 2026. 33 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Archer Investment Management held 47,103 shares of iShares ESG Advanced MSCI USA ETF worth $3.21M as of Q3 2026.
  • Archer Investment Management sold 10,384 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $704K.
  • iShares ESG Advanced MSCI USA ETF made up 1.01% of Archer Investment Management's portfolio in Q3 2026, its #26 holding.
  • Archer Investment Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • Archer Investment Management's iShares ESG Advanced MSCI USA ETF position peaked at $4.74M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.