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GC Wealth Management RIA’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

GC Wealth Management RIA’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 		$1.86M Sell
26,841
-2,604
-9% -$168K 0.11% 156
2026
Q1 		$1.63M Buy
29,445
+2,392
+9% +$138K 0.07% 176
2025
Q4 		$1.56M Buy
27,053
+16,693
+161% +$960K 0.06% 188
2025
Q3 		$594K Buy
+10,360
New +$578K 0.02% 504

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Mackenzie Financial
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GC Wealth Management RIA's USXF Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 8.8% in Q2 2026, selling an estimated $168K and leaving 26,841 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #156.

GC Wealth Management RIA first reported a position in USXF in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • GC Wealth Management RIA held 26,841 shares of iShares ESG Advanced MSCI USA ETF worth $1.86M as of Q2 2026.
  • GC Wealth Management RIA sold 2,604 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $168K.
  • iShares ESG Advanced MSCI USA ETF made up 0.11% of GC Wealth Management RIA's portfolio in Q2 2026, its #156 holding.
  • GC Wealth Management RIA first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.