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CoreCap Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

CoreCap Advisors’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 		$675K Sell
9,921
-575
-5% -$39K 0.02% 478
2026
Q2 		$729K Buy
10,496
+4
+0% +$259 0.02% 455
2026
Q1 		$582K Sell
10,492
-1,104
-10% -$63.9K 0.02% 484
2025
Q4 		$668K Buy
11,596
+918
+9% +$52.8K 0.02% 457
2025
Q3 		$612K Sell
10,678
-244
-2% -$13.6K 0.02% 483
2025
Q2 		$589K Sell
10,922
-242
-2% -$11.8K 0.02% 474
2025
Q1 		$521K Buy
11,164
+581
+5% +$28.9K 0.02% 474
2024
Q4 		$526K Buy
10,583
+316
+3% +$16.1K 0.02% 473
2024
Q3 		$504K Buy
10,267
+107
+1% +$5.05K 0.02% 461
2024
Q2 		$473K Buy
10,160
+116
+1% +$5.18K 0.05% 232
2024
Q1 		$453K Sell
10,044
-721
-7% -$30.6K 0.02% 414
2023
Q4 		$429K Sell
10,765
-523
-5% -$19.1K 0.03% 373
2023
Q3 		$391K Sell
11,288
-383
-3% -$13.8K 0.03% 363
2023
Q2 		$420K Buy
+11,671
New +$394K 0.03% 387
2022
Q4 		$364K Buy
11,873
+132
+1% +$4K 0.03% 415
2022
Q3 		$329K Buy
11,741
+179
+2% +$5.59K 0.03% 407
2022
Q2 		$345K Sell
11,562
-1,010
-8% -$32.6K 0.03% 402
2022
Q1 		$449K Buy
12,572
+1,206
+11% +$43K 0.03% 342
2021
Q4 		$448K Buy
+11,366
New +$437K 0.03% 382

Other funds holding USXF

AC
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
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
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
AC
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

CoreCap Advisors's USXF Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 5.5% in Q3 2026, selling an estimated $39K and leaving 9,921 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #478.

CoreCap Advisors first reported a position in USXF in Q4 2021 and has held it in 19 quarters since. The position peaked at $729K in Q2 2026. 12 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • CoreCap Advisors held 9,921 shares of iShares ESG Advanced MSCI USA ETF worth $675K as of Q3 2026.
  • CoreCap Advisors sold 575 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $39K.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #478 holding.
  • CoreCap Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $729K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.