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 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 $7.08B AUM 17.38% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return