Central Pacific Bank - Trust Division’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Central Pacific Bank - Trust Division’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	$967K	Sell	14,211 -692	-5%	-$46.9K	0.1%	182
2026 Q2	$1.04M	Hold	14,903	–	–	0.11%	189
2026 Q1	$823K	Hold	14,903	–	–	0.11%	200
2025 Q4	$858K	Buy	14,903 +983	+7%	+$56.6K	0.11%	201
2025 Q3	$798K	Hold	13,920	–	–	0.1%	212
2025 Q2	$751K	Buy	13,920 +4,877	+54%	+$238K	0.1%	217
2025 Q1	$422K	Hold	9,043	–	–	0.06%	297
2024 Q4	$450K	Hold	9,043	–	–	0.06%	290
2024 Q3	$444K	Buy	+9,043	New	+$427K	0.06%	307

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

SWM

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

FFA

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

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Central Pacific Bank - Trust Division's USXF Position: Q3 2026 in Review

Central Pacific Bank - Trust Division reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.6% in Q3 2026, selling an estimated $46.9K and leaving 14,211 shares worth $967K. The position accounts for 0.1% of the portfolio, ranked #182.

Central Pacific Bank - Trust Division first reported a position in USXF in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2026. 12 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

Central Pacific Bank - Trust Division held 14,211 shares of iShares ESG Advanced MSCI USA ETF worth $967K as of Q3 2026.
Central Pacific Bank - Trust Division sold 692 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $46.9K.
iShares ESG Advanced MSCI USA ETF made up 0.1% of Central Pacific Bank - Trust Division's portfolio in Q3 2026, its #182 holding.
Central Pacific Bank - Trust Division first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and has held it in 9 quarters since.
Central Pacific Bank - Trust Division's iShares ESG Advanced MSCI USA ETF position peaked at $1.04M in Q2 2026.
12 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.