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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

PAS

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Planning Group's USXF Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.2% in Q2 2026, buying an estimated $19.1K and bringing the position to 7,249 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #102.

Cornerstone Planning Group first reported a position in USXF in Q4 2022 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Cornerstone Planning Group held 7,249 shares of iShares ESG Advanced MSCI USA ETF worth $487K as of Q2 2026.
Cornerstone Planning Group bought 295 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $19.1K.
iShares ESG Advanced MSCI USA ETF made up 0.06% of Cornerstone Planning Group's portfolio in Q2 2026, its #102 holding.
Cornerstone Planning Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 9 quarters since.
300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.