Armis Advisers’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Armis Advisers’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	$301K	Sell	4,403 -39	-0.9%	-$2.64K	0.03%	376
2026 Q2	$302K	Buy	4,442 +8	+0.2%	+$518	0.03%	362
2026 Q1	$294K	Hold	4,434	–	–	0.03%	358
2025 Q4	$245K	Buy	+4,434	New	+$255K	0.03%	376
2025 Q3	–	Sell	-8,442	Closed	-$455K	–	496
2025 Q2	$455K	Buy	8,442 +35	+0.4%	+$1.71K	0.04%	298
2025 Q1	$392K	Sell	8,407 -494	-6%	-$24.5K	0.04%	280
2024 Q4	$443K	Buy	+8,901	New	+$452K	0.05%	200

Other funds holding USXF

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Armis Advisers's USXF Position: Q3 2026 in Review

Armis Advisers reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.88% in Q3 2026, selling an estimated $2.64K and leaving 4,403 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #376.

Armis Advisers first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q2 2025. 86 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

Armis Advisers held 4,403 shares of iShares ESG Advanced MSCI USA ETF worth $301K as of Q3 2026.
Armis Advisers sold 39 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $2.64K.
iShares ESG Advanced MSCI USA ETF made up 0.03% of Armis Advisers's portfolio in Q3 2026, its #376 holding.
Armis Advisers first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's iShares ESG Advanced MSCI USA ETF position peaked at $455K in Q2 2025.
86 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.