Aufman Associates
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Aufman Associates’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Aufman Associates’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 		$1.24M Buy
18,252
+35
+0.2% +$2.37K 0.51% 16
2026
Q2 		$1.27M Buy
18,217
+29
+0.2% +$1.88K 0.5% 15
2026
Q1 		$1M Buy
18,188
+1,603
+10% +$92.7K 0.49% 19
2025
Q4 		$955K Buy
16,585
+929
+6% +$53.5K 0.49% 20
2025
Q3 		$897K Buy
15,656
+2,008
+15% +$112K 0.51% 21
2025
Q2 		$736K Hold
13,648
– – 0.45% 24
2025
Q1 		$637K Buy
13,648
+30
+0.2% +$1.49K 0.44% 24
2024
Q4 		$677K Buy
13,618
+46
+0.3% +$2.34K 0.46% 22
2024
Q3 		$666K Buy
13,572
+1
+0% +$47 0.43% 22
2024
Q2 		$632K Buy
13,571
+26
+0.2% +$1.16K 0.45% 21
2024
Q1 		$612K Sell
13,545
-5
-0% -$212 0.43% 20
2023
Q4 		$540K Sell
13,550
-452
-3% -$16.5K 0.41% 20
2023
Q3 		$485K Hold
14,002
– – 0.41% 21
2023
Q2 		$503K Sell
14,002
-247
-2% -$8.34K 0.42% 21
2023
Q1 		$471K Buy
14,249
+3,397
+31% +$109K 0.4% 23
2022
Q4 		$333K Buy
10,852
+1,327
+14% +$40.2K 0.31% 28
2022
Q3 		$267K Sell
9,525
-133
-1% -$4.16K 0.28% 31
2022
Q2 		$288K Hold
9,658
– – 0.27% 31
2022
Q1 		$345K Buy
9,658
+2,748
+40% +$98.1K 0.27% 31
2021
Q4 		$273K Buy
+6,910
New +$265K 0.2% 38

Other funds holding USXF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Aufman Associates's USXF Position: Q3 2026 in Review

Aufman Associates increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.19% in Q3 2026, buying an estimated $2.37K and bringing the position to 18,252 shares worth $1.24M. The position accounts for 0.51% of the portfolio, ranked #16.

Aufman Associates first reported a position in USXF in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.27M in Q2 2026. 185 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Aufman Associates held 18,252 shares of iShares ESG Advanced MSCI USA ETF worth $1.24M as of Q3 2026.
  • Aufman Associates bought 35 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $2.37K.
  • iShares ESG Advanced MSCI USA ETF made up 0.51% of Aufman Associates's portfolio in Q3 2026, its #16 holding.
  • Aufman Associates first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 20 quarters since.
  • Aufman Associates's iShares ESG Advanced MSCI USA ETF position peaked at $1.27M in Q2 2026.
  • 185 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.