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Cedar Cove Wealth Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Cedar Cove Wealth Partners’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 		$297K Sell
4,281
-419
-9% -$27.1K 0.14% 79
2026
Q1 		$259K Sell
4,700
-76
-2% -$4.4K 0.14% 81
2025
Q4 		$275K Buy
+4,776
New +$275K 0.14% 81

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
ZSI
ZENITH SOLUTIONS, INC. Philadelphia, Pennsylvania $110M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Cedar Cove Wealth Partners's USXF Position: Q2 2026 in Review

Cedar Cove Wealth Partners reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 8.9% in Q2 2026, selling an estimated $27.1K and leaving 4,281 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #79.

Cedar Cove Wealth Partners first reported a position in USXF in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Cedar Cove Wealth Partners held 4,281 shares of iShares ESG Advanced MSCI USA ETF worth $297K as of Q2 2026.
  • Cedar Cove Wealth Partners sold 419 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $27.1K.
  • iShares ESG Advanced MSCI USA ETF made up 0.14% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Cedar Cove Wealth Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.