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CGC Financial Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

CGC Financial Services’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 		$3.21M Buy
47,168
+2,115
+5% +$143K 0.71% 16
2026
Q2 		$3.13M Sell
45,053
-8,217
-15% -$532K 0.7% 15
2026
Q1 		$2.94M Sell
53,270
-2,643
-5% -$153K 0.85% 12
2025
Q4 		$3.22M Buy
55,913
+1,100
+2% +$63.3K 0.86% 13
2025
Q3 		$3.14M Buy
+54,813
New +$3.06M 0.87% 13

Other funds holding USXF

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

CGC Financial Services's USXF Position: Q3 2026 in Review

CGC Financial Services increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.7% in Q3 2026, buying an estimated $143K and bringing the position to 47,168 shares worth $3.21M. The position accounts for 0.71% of the portfolio, ranked #16.

CGC Financial Services first reported a position in USXF in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.22M in Q4 2025. 37 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • CGC Financial Services held 47,168 shares of iShares ESG Advanced MSCI USA ETF worth $3.21M as of Q3 2026.
  • CGC Financial Services bought 2,115 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $143K.
  • iShares ESG Advanced MSCI USA ETF made up 0.71% of CGC Financial Services's portfolio in Q3 2026, its #16 holding.
  • CGC Financial Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2025 and has held it in 5 quarters since.
  • CGC Financial Services's iShares ESG Advanced MSCI USA ETF position peaked at $3.22M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.