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 Q3	$22K	Sell	323 -98,738	-100%	-$6.69M	0.01%	140
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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Decker Retirement Planning's USXF Position: Q3 2026 in Review

Decker Retirement Planning reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 100% in Q3 2026, selling an estimated $6.69M and leaving 323 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #140.

Decker Retirement Planning first reported a position in USXF in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.88M in Q2 2026. 110 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

Decker Retirement Planning held 323 shares of iShares ESG Advanced MSCI USA ETF worth $22K as of Q3 2026.
Decker Retirement Planning sold 98,738 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $6.69M.
iShares ESG Advanced MSCI USA ETF made up 0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #140 holding.
Decker Retirement Planning first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 8 quarters since.
Decker Retirement Planning's iShares ESG Advanced MSCI USA ETF position peaked at $6.88M in Q2 2026.
110 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.