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USXF icon

GenWealth Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

GenWealth Group’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 		$4.25M Sell
61,136
-3,839
-6% -$248K 0.66% 24
2026
Q1 		$3.59M Buy
64,975
+1,411
+2% +$81.6K 0.61% 22
2025
Q4 		$3.76M Sell
63,564
-590
-0.9% -$33.9K 0.64% 27
2025
Q3 		$3.68M Buy
64,154
+940
+1% +$52.4K 0.68% 25
2025
Q2 		$3.41M Buy
63,214
+1,088
+2% +$53.2K 0.69% 25
2025
Q1 		$2.9M Sell
62,126
-311
-0.5% -$15.4K 0.64% 24
2024
Q4 		$3.1M Sell
62,437
-2,196
-3% -$112K 0.71% 27
2024
Q3 		$3.17M Sell
64,633
-3,330
-5% -$157K 0.73% 27
2024
Q2 		$3.17M Sell
67,963
-470
-0.7% -$21K 0.78% 27
2024
Q1 		$3.09M Sell
68,433
-3,022
-4% -$128K 0.78% 25
2023
Q4 		$2.85M Sell
71,455
-3,295
-4% -$120K 0.79% 25
2023
Q3 		$2.59M Sell
74,750
-1,910
-2% -$69.1K 0.79% 26
2023
Q2 		$2.76M Buy
76,660
+463
+0.6% +$15.6K 0.79% 25
2023
Q1 		$2.52M Sell
76,197
-382
-0.5% -$12.3K 0.77% 25
2022
Q4 		$2.35M Buy
76,579
+19,680
+35% +$596K 0.77% 25
2022
Q3 		$1.59M Buy
56,899
+9,507
+20% +$297K 0.54% 24
2022
Q2 		$1.42M Buy
47,392
+5,926
+14% +$191K 0.45% 25
2022
Q1 		$1.48M Buy
41,466
+20,277
+96% +$724K 0.41% 32
2021
Q4 		$835K Buy
21,189
+7,403
+54% +$284K 0.23% 36
2021
Q3 		$498K Buy
+13,786
New +$513K 0.15% 43

Other funds holding USXF

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return