Gateway Wealth Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Gateway Wealth Partners’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	$606K	Sell	8,727 -7,523	-46%	-$487K	0.04%	425
2026 Q1	$897K	Buy	16,250 +11,147	+218%	+$645K	0.04%	398
2025 Q4	$294K	Buy	+5,103	New	+$294K	0.03%	372
2025 Q3	–	Sell	-4,220	Closed	-$228K	–	422
2025 Q2	$228K	Sell	4,220 -1,563	-27%	-$76.4K	0.04%	322
2025 Q1	$270K	Buy	5,783 +1,471	+34%	+$73.1K	0.06%	265
2024 Q4	$214K	Sell	4,312 -588	-12%	-$29.9K	0.06%	276
2024 Q3	$240K	Buy	+4,900	New	+$231K	0.07%	247
2024 Q2	–	Sell	-4,887	Closed	-$221K	–	277
2024 Q1	$221K	Sell	4,887 -263	-5%	-$11.2K	0.08%	216
2023 Q4	$205K	Buy	+5,150	New	+$188K	0.08%	219

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

Gateway Wealth Partners's USXF Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 46% in Q2 2026, selling an estimated $487K and leaving 8,727 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #425.

Gateway Wealth Partners first reported a position in USXF in Q4 2023 and has held it in 9 quarters since. The position peaked at $897K in Q1 2026. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Gateway Wealth Partners held 8,727 shares of iShares ESG Advanced MSCI USA ETF worth $606K as of Q2 2026.
Gateway Wealth Partners sold 7,523 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $487K.
iShares ESG Advanced MSCI USA ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #425 holding.
Gateway Wealth Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 9 quarters since.
Gateway Wealth Partners's iShares ESG Advanced MSCI USA ETF position peaked at $897K in Q1 2026.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.