Focus Financial Network’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Focus Financial Network’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	$372K	Sell	5,462 -295	-5%	-$20K	0.01%	569
2026 Q2	$400K	Buy	5,757 +1,820	+46%	+$118K	0.01%	549
2026 Q1	$217K	Buy	3,937 +137	+4%	+$7.93K	0.01%	678
2025 Q4	$219K	Buy	3,800 +1	+0%	+$58	0.01%	680
2025 Q3	$218K	Hold	3,799	–	–	0.01%	689
2025 Q2	$205K	Sell	3,799 -1,525	-29%	-$74.5K	0.01%	687
2025 Q1	$248K	Buy	5,324 +158	+3%	+$7.85K	0.01%	601
2024 Q4	$257K	Buy	5,166 +590	+13%	+$30K	0.01%	595
2024 Q3	$225K	Buy	4,576 +9	+0.2%	+$425	0.01%	616
2024 Q2	$216K	Buy	+4,567	New	+$204K	0.01%	617

Other funds holding USXF

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

HFA

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

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

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Focus Financial Network's USXF Position: Q3 2026 in Review

Focus Financial Network reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 5.1% in Q3 2026, selling an estimated $20K and leaving 5,462 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #569.

Focus Financial Network first reported a position in USXF in Q2 2024 and has held it in 10 quarters since. The position peaked at $400K in Q2 2026. 56 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

Focus Financial Network held 5,462 shares of iShares ESG Advanced MSCI USA ETF worth $372K as of Q3 2026.
Focus Financial Network sold 295 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $20K.
iShares ESG Advanced MSCI USA ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #569 holding.
Focus Financial Network first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 10 quarters since.
Focus Financial Network's iShares ESG Advanced MSCI USA ETF position peaked at $400K in Q2 2026.
56 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.