Curtis Advisory Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Curtis Advisory 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	$409K	Sell	5,884 -1,335	-18%	-$86.4K	0.08%	97
2026 Q1	$398K	Buy	7,219 +888	+14%	+$51.4K	0.09%	99
2025 Q4	$365K	Hold	6,331	–	–	0.08%	99
2025 Q3	$363K	Sell	6,331 -3,322	-34%	-$185K	0.08%	89
2025 Q2	$521K	Hold	9,653	–	–	0.13%	73
2025 Q1	$451K	Buy	9,653 +2,753	+40%	+$137K	0.13%	73
2024 Q4	$343K	Hold	6,900	–	–	0.09%	78
2024 Q3	$339K	Buy	+6,900	New	+$326K	0.1%	77

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

Curtis Advisory Group's USXF Position: Q2 2026 in Review

Curtis Advisory Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 18% in Q2 2026, selling an estimated $86.4K and leaving 5,884 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #97.

Curtis Advisory Group first reported a position in USXF in Q3 2024 and has held it in 8 quarters since. The position peaked at $521K in Q2 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Curtis Advisory Group held 5,884 shares of iShares ESG Advanced MSCI USA ETF worth $409K as of Q2 2026.
Curtis Advisory Group sold 1,335 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $86.4K.
iShares ESG Advanced MSCI USA ETF made up 0.08% of Curtis Advisory Group's portfolio in Q2 2026, its #97 holding.
Curtis Advisory Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
Curtis Advisory Group's iShares ESG Advanced MSCI USA ETF position peaked at $521K in Q2 2025.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

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