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 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 $7.08B AUM 17.38% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return