Cornerstone Planning Group
USXF icon

Cornerstone Planning Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Cornerstone Planning Group’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 		$488K Sell
7,063
-186
-3% -$12.6K 0.06% 109
2026
Q2 		$487K Buy
7,249
+295
+4% +$19.1K 0.06% 102
2026
Q1 		$442K Buy
6,954
+6,490
+1,399% +$375K 0.06% 104
2025
Q4 		$27.6K Buy
464
+85
+22% +$4.89K ﹤0.01% 504
2025
Q3 		$22.3K Buy
379
+1
+0.3% +$56 ﹤0.01% 547
2025
Q2 		$20.9K Sell
378
-386
-51% -$18.9K ﹤0.01% 411
2025
Q1 		$34.3K Buy
+764
New +$37.9K 0.01% 301
2023
Q4 		– Sell
-114
Closed -$3.95K – 1029
2023
Q3 		$3.95K Sell
114
-114
-50% -$4.12K ﹤0.01% 559
2023
Q2 		$8.2K Buy
+228
New +$7.7K ﹤0.01% 737
2022
Q4 		$122K Buy
+3,921
New +$119K 0.05% 134

Other funds holding USXF

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
ZS
Zenith Solutions Philadelphia, Pennsylvania $112M AUM
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cornerstone Planning Group's USXF Position: Q3 2026 in Review

Cornerstone Planning Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 2.6% in Q3 2026, selling an estimated $12.6K and leaving 7,063 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #109.

Cornerstone Planning Group first reported a position in USXF in Q4 2022 and has held it in 10 quarters since. 55 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Cornerstone Planning Group held 7,063 shares of iShares ESG Advanced MSCI USA ETF worth $488K as of Q3 2026.
  • Cornerstone Planning Group sold 186 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $12.6K.
  • iShares ESG Advanced MSCI USA ETF made up 0.06% of Cornerstone Planning Group's portfolio in Q3 2026, its #109 holding.
  • Cornerstone Planning Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 10 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.