Copperleaf Capital’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Copperleaf Capital’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
2025 Q3	$455K	Sell	7,946 -6,245	-44%	-$348K	0.22%	82
2025 Q2	$765K	Buy	14,191 +169	+1%	+$8.26K	0.39%	65
2025 Q1	$654K	Buy	14,022 +2,264	+19%	+$112K	0.39%	69
2024 Q4	$585K	Sell	11,758 -626	-5%	-$31.8K	0.37%	64
2024 Q3	$608K	Sell	12,384 -27	-0.2%	-$1.27K	0.47%	63
2024 Q2	$578K	Buy	12,411 +1,655	+15%	+$73.9K	0.46%	62
2024 Q1	$486K	Sell	10,756 -157	-1%	-$6.67K	0.42%	65
2023 Q4	$435K	Sell	10,913 -278	-2%	-$10.2K	0.44%	59
2023 Q3	$388K	Buy	11,191 +166	+2%	+$6K	0.42%	55
2023 Q2	$396K	Buy	11,025 +3,717	+51%	+$126K	0.37%	55
2023 Q1	$242K	Buy	+7,308	New	+$235K	0.24%	64

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SWM

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Copperleaf Capital's USXF Position: Q3 2025 in Review

Copperleaf Capital reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 44% in Q3 2025, selling an estimated $348K and leaving 7,946 shares worth $455K. The position accounts for 0.22% of the portfolio, ranked #82.

Copperleaf Capital first reported a position in USXF in Q1 2023 and has held it in 11 quarters since. The position peaked at $765K in Q2 2025. 259 funds tracked by Wall St. Rank hold USXF as of Q3 2025.

Copperleaf Capital held 7,946 shares of iShares ESG Advanced MSCI USA ETF worth $455K as of Q3 2025.
Copperleaf Capital sold 6,245 iShares ESG Advanced MSCI USA ETF shares in Q3 2025, an estimated $348K.
iShares ESG Advanced MSCI USA ETF made up 0.22% of Copperleaf Capital's portfolio in Q3 2025, its #82 holding.
Copperleaf Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and has held it in 11 quarters since.
Copperleaf Capital's iShares ESG Advanced MSCI USA ETF position peaked at $765K in Q2 2025.
259 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.