Centurion Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Centurion Wealth Management’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	–	Sell	-5,045	Closed	-$278K	–	322
2026 Q1	$278K	Sell	5,045 -106	-2%	-$6.13K	0.06%	246
2025 Q4	$297K	Buy	5,151 +2	+0%	+$115	0.07%	238
2025 Q3	$295K	Sell	5,149 -241	-4%	-$13.4K	0.07%	225
2025 Q2	$291K	Sell	5,390 -697	-11%	-$34.1K	0.08%	180
2025 Q1	$303K	Hold	6,087	–	–	0.09%	154
2024 Q4	$303K	Sell	6,087 -736	-11%	-$37.4K	0.09%	154
2024 Q3	$335K	Buy	+6,823	New	+$322K	0.11%	145

Other funds holding USXF

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

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

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return