BFG
USXF icon

Beacon Financial Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Beacon Financial Group’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 		$450K Sell
6,473
-41
-0.6% -$2.65K 0.04% 263
2026
Q1 		$360K Buy
6,514
+383
+6% +$22.2K 0.04% 272
2025
Q4 		$353K Hold
6,131
– – 0.04% 274
2025
Q3 		$351K Sell
6,131
-53
-0.9% -$2.96K 0.03% 276
2025
Q2 		$334K Sell
6,184
-146
-2% -$7.13K 0.03% 277
2025
Q1 		$295K Buy
6,330
+8
+0.1% +$397 0.03% 280
2024
Q4 		$314K Buy
6,322
+33
+0.5% +$1.68K 0.03% 275
2024
Q3 		$309K Buy
6,289
+4
+0.1% +$189 0.03% 281
2024
Q2 		$293K Buy
6,285
+563
+10% +$25.2K 0.03% 269
2024
Q1 		$258K Sell
5,722
-550
-9% -$23.4K 0.03% 295
2023
Q4 		$250K Buy
+6,272
New +$229K 0.03% 286

Other funds holding USXF

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
SHJ
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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return