Decker Retirement Planning’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Decker Retirement Planning’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	$6.88M	Buy	99,061 +5,653	+6%	+$366K	2.34%	8
2026 Q1	$5.16M	Buy	93,408 +10,182	+12%	+$589K	2.34%	10
2025 Q4	$4.79M	Buy	83,226 +5,442	+7%	+$313K	2.38%	10
2025 Q3	$4.46M	Sell	77,784 -6,041	-7%	-$337K	2.45%	7
2025 Q2	$4.52M	Buy	83,825 +83,548	+30,162%	+$4.08M	2.62%	10
2025 Q1	$12.9K	Hold	277	–	–	0.01%	106
2024 Q4	$13.8K	Buy	+277	New	+$14.1K	0.01%	222

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

Decker Retirement Planning's USXF Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 6.1% in Q2 2026, buying an estimated $366K and bringing the position to 99,061 shares worth $6.88M. The position accounts for 2.34% of the portfolio, ranked #8.

Decker Retirement Planning first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Decker Retirement Planning held 99,061 shares of iShares ESG Advanced MSCI USA ETF worth $6.88M as of Q2 2026.
Decker Retirement Planning bought 5,653 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $366K.
iShares ESG Advanced MSCI USA ETF made up 2.34% of Decker Retirement Planning's portfolio in Q2 2026, its #8 holding.
Decker Retirement Planning first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.