Bestgate Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Bestgate Wealth Advisors’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	$351K	Buy	+5,159	New	+$350K	0.22%	46

Other funds holding USXF

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

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

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

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

CFS

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

AIM

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bestgate Wealth Advisors's USXF Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2026: 5,159 shares worth $351K. The stake represents 0.22% of the portfolio and ranks #46 among its holdings.

45 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

Bestgate Wealth Advisors held 5,159 shares of iShares ESG Advanced MSCI USA ETF worth $351K as of Q3 2026.
iShares ESG Advanced MSCI USA ETF was a new Bestgate Wealth Advisors position in Q3 2026.
iShares ESG Advanced MSCI USA ETF made up 0.22% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #46 holding.
45 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.