CPG
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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return