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

Gen-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	$358K	Buy	5,158 +536	+12%	+$34.7K	0.1%	173
2026 Q1	$255K	Buy	4,622 +154	+3%	+$8.91K	0.08%	227
2025 Q4	$257K	Sell	4,468 -363	-8%	-$20.9K	0.08%	237
2025 Q3	$277K	Sell	4,831 -1,967	-29%	-$110K	0.09%	211
2025 Q2	$367K	Sell	6,798 -1,148	-14%	-$56.1K	0.14%	160
2025 Q1	$371K	Buy	7,946 +151	+2%	+$7.5K	0.15%	153
2024 Q4	$388K	Sell	7,795 -335	-4%	-$17K	0.17%	145
2024 Q3	$408K	Buy	8,130 +635	+8%	+$30K	0.18%	148
2024 Q2	$349K	Buy	7,495 +223	+3%	+$9.96K	0.17%	148
2024 Q1	$328K	Buy	+7,272	New	+$309K	0.16%	142

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

Gen-Wealth Partners's USXF Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 12% in Q2 2026, buying an estimated $34.7K and bringing the position to 5,158 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #173.

Gen-Wealth Partners first reported a position in USXF in Q1 2024 and has held it in 10 quarters since. The position peaked at $408K in Q3 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Gen-Wealth Partners held 5,158 shares of iShares ESG Advanced MSCI USA ETF worth $358K as of Q2 2026.
Gen-Wealth Partners bought 536 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $34.7K.
iShares ESG Advanced MSCI USA ETF made up 0.1% of Gen-Wealth Partners's portfolio in Q2 2026, its #173 holding.
Gen-Wealth Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's iShares ESG Advanced MSCI USA ETF position peaked at $408K in Q3 2024.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.